Why This Matters
At the core of your business are your clients. Maximizer captures your client data in a Contact record. By design, Contact records belong to Household records. And because your clients work somewhere, we capture that as a Company record and relate it to the Contact.
Understanding how to capture all of this is essential to your understanding of Maximizer.
Learning Objectives
After completing this unit, you’ll be able to:
- Understand the meaning of Households, Contacts and Companies, and their relationships with one another.
- Create a new Household record.
- Create new Contact records related to that Household.
- Create a Company record where the Contact works.
Step-by-Step Guide