Understanding Accounts and Contacts
I am not using the CRM in the traditional manner I suppose so I have some questions on how all of you experienced people would do this.
I have 3 layers to our contacts.
Company > Branch > Person
This is what I figured I could do, correct me if there is a better way.
Treat the companies and branches as an account. So if there are 3 branches, have 3 accounts setup. Then setup the people as a contact assigned to the accounts.
Does make sense or the right way to set it up?
One last question, can you move a contact to an account. I have some imported as contacts but they should be an account. Any suggestions?
Thanks all!