Manage contact channels and ownership
Keep preferred contact method and the teammates who know the person clear.
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Review Reach on with the actual details
Open Contact details. Reach on records the preferred channel. Email and Phone store the addresses or numbers needed to use a channel. A preferred method does not create a working address, number or integration.
Keep Known by accurate
Choose Known by to review the teammates associated with the contact. Several people can know the same person; at least one must remain. This field is separate from client account leadership and task responsibility.
Review Linked as as a fact
Use Client, Lead, Supplier, Collaborator, Employee or Not linked to describe the relationship accurately. Changing the classification does not move an opportunity through a pipeline or create a client account.
If an action is unavailable
Check Type and the actual recorded details. The person’s Email action depends on their email address; a company record is not a substitute recipient for an individual. Verify the source before changing a detail just to enable an action.
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