CRM glossary
What is a Contact?
A record for an individual person in a CRM, typically linked to an account.
Definition
Contact: A record for an individual person in a CRM, typically linked to an account.
Example
Rachel Kim, VP Operations at Brightline Ventures, is a contact linked to the Brightline account.
Why it matters
Contacts are the people who actually buy, use and renew.
Contact in MagicWand
Contacts are created from your inbox by Book Builder; no typing required.