In this article, you will learn how to use your CRM to store information about the people you do business with. One of the most important aspects of a CRM (client relationship management) is your client base. Companies and contacts will be associated with almost every area in the CRM; which makes sense, because there's a person behind every deal you close.

Everything starts with a company, which can have one or more contacts. This is an example of the Parent-Child relationship, also known as the "One to Many" relationship.

In the CRM, you cannot create a Contact without a Company, just like you cannot have a child without a parent. This is the standard structure of the Company/Contact relationship.

So to start, we'll always create the Company first. Click here for steps on how to create a Company.

You can associate as many Contacts as you'd like with a Company. Contacts is a standard object in Salesforce and can be found in the main navigation bar.

To create a new contact, click New and the following screen will appear. Remember, the contact will need to be associated with a company. At the bare minimum, you will need to provide the required fields (indicated by the red asterisk) which include Company Name, First and Last Name.

We recommend including contact information such as email and phone number for every contact. This will especially be helpful when creating Lists, Prospecting, Data Import/Export, and running Reports.

You can also associate your Contacts with certain Property Types and Contact Groups.

Once your Contact has been created, you will see all the details on the Contact record page.

Additionally, you can Log a Call, add Notes to be associated to this contact, as well as relate Deals, Properties, Inquires, Associated Parties and attach Files.

You can create custom List Views, and search your contacts to create or customize your own list view depending on the information you want to use to search/filter.

You can also send an email to all your Contacts or any Contact Lists created.

Also, at any time you can use the global search bar to look up any Contact information existing in your database.

You are allowed as many Contacts as you want, and as many as 10,000 Contacts per Company.