Independent Learning - Contacts

Purpose

Your Contacts & Associations area connects the dots between people and the organizations they represent. Every accurate contact record strengthens your ability to communicate effectively, track interactions, and uncover opportunities.

This module focuses on creating and maintaining complete, accurate, and connected contact records. When your data is clean, your conversations have context, and your sales activity becomes more meaningful.

Key Learning Outcomes

By mastering Contacts & Associations, you’ll strengthen your ability to:

• Build a complete, reliable database of the people behind your accounts and leads.

• Keep contact details current so your communication and reporting stay accurate.

• Ensure activities and opportunities are correctly linked by associating contacts with the right companies.

• Maintain trust and efficiency by updating contact associations when people move organizations.

• Leverage tools like Connected Mailbox or the assistant email to automatically capture communication history.

Checklist

Use this checklist to confirm your comfort and competence. Each action represents a practical skill that supports cleaner data and stronger relationships.

• I can rely on Connected Mailbox or assistant@share-builders.com to log communications with contacts automatically. Remember - do not use both as it will create duplicates in your database!

• I can add new contacts with complete details (name, email, phone).

• I can update existing contact details to keep information accurate.

• I can associate a contact with the correct company, lead, or agency so that activities and opportunities are properly linked.

Coach’s Tip - Your contacts are the people who make the data come alive. Take time to keep their details current and connections accurate. When your CRM reflects real relationships, your outreach becomes smoother, your insights more reliable, and your opportunities easier to spot.