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CRM Strategy

People, Organizations, and Contact Groups: Choosing the Right CRM Record

1 min de lecture par Super Admin
People, Organizations, and Contact Groups: Choosing the Right CRM Record

A flat contact table becomes difficult to manage once multiple people belong to the same organization or participate in different business contexts.

Model the relationship, not only the name

Use people for individuals, organizations for companies or institutions, and contact groups for reusable segmentation. Activities, notes, tags, and timelines can then remain attached to the right business context.

This structure also reduces duplication when the same person participates in more than one lead or project.

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