Account and Contact Management
Accounts
Accounts are considered a business to business association. Accounts can be created from the following:
- From a lead, once it has been converted into an opportunity
- Using a current account, and adding a sub-account to the account
- Creating a new account from the account section of Workplace, Sales, Marketing, or Service.
Any account can have one or more sub-accounts, along with being associated with contact. Microsoft CRM also takes into consideration that some businesses have multiple locations, allowing each account created to store multiple addresses.
Contacts
Contacts are considered to be a business to individual relationship. These are created the same way accounts are created. Contacts can be linked to an account, but don't have to be. If a contact does become associated with an account, all the contact's records become automatically related to the account.
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