Contacts: a person or individual – regardless of their category. Contacts may be categorized as prospects, referral sources, family members, etc. For the purposes of Advantage Anywhere, every individual requires a separate contact record. Contacts must be treated as separate individuals because contacts may be communicated with separately, and even if they are part of the same organization, you will likely talk to or meet with different associates at different times. For accurate reporting contacts must be treated and tracked separately.
