Prospect and customer information often lives in emails or spreadsheets, making it hard to see who owns the relationship, what company they work for, and how to follow up.By not centralizing Contacts in Salesforce, teams risk duplicate outreach, missed follow-ups, and no clear history of calls, emails, or opportunities tied to a person.
Used the Contacts tab to create a new Contact record, filling in required fields like First Name, Last Name, Account Name, Title, Email, and Phone, then saving it from the New Contact modal.Linked the Contact to the correct Account and verified there were no duplicate records so that future Opportunities, Cases, Campaigns, and activities can all attach to the same person.
Now the organization has a clean, searchable Contact record that sales, marketing, and service can all use, reducing duplicate work and making it easy to track every interaction in one place.This also lays the groundwork for reporting on pipeline, campaigns, and support history by person or account, improving decision-making and relationship management.
