Contact Accounts - Introduction

Location: Contact Management/Contacts

Overview: There are a variety of contacts you can have in your account. We now can differentiate between Person and Company contacts, as well you can combine them into one finder to work with both.  Within these types of contacts you may also have General Contact Records, Customer Accounts, Administrative Access and Limited Administrative Access Accounts. On the  horizon we will also have a finder dedicated to Leads and Prospects and dedicated access settings just for your sales team.

There are three main types of Contact Records: General Contact Records, Customer Accounts and Administrative Access Accounts. They all share the same Contacts Finder, however they are basically differentiated by having a different level of interaction with your website.

In screenshot below you can see some Contact records have the Customers and/or Administrators Member Group assigned to them, and some do not.  This is a good way to see the different types of Contacts. Those without a designated Member Group are considered to be General Contacts.

Click Next to proceed to the next contact type overview or you may jump ahead to a specific topic by visiting the Course Content page for a linked Index.

Related Topics

• General Contacts vs Customer Contact Records Overview
• Prospects Type Contacts and Forms
• Customer Contact Records
• Sign In Accounts
• Administrator Type Contact Records

Common Questions

• How to import Contacts?
• What is the importance of the Customer Member Group?
• How to import Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View