Accounts and contacts
Keep the companies you work with and the people involved in one place.
Choose the right record
| Record | Use it for |
|---|---|
| Account | The company or organization you work with. |
| Contact | A person and their relationship to an account. |
| Deal | A specific commercial opportunity you are progressing. |
Review a relationship
- Open Accounts from the sidebar.
- Find the account and open its details.
- Review its information before making changes.
- Open Contacts to find the people involved and check their associated account.
Keep details current
Editable fields can be updated from the record view. Use the field controls shown in Nugget for dates, selections and other structured values. Check that the saved value remains after returning to the record.
Search for an existing company or person before adding a new record. Consistent names make linked information easier to find.
Track the opportunity separately
Use a deal when a relationship becomes an opportunity. An account can provide context without representing a single sale.