The Contacts & Associations module gives managers a clear view of all relationships within their market — across leads, accounts, and agencies. Accurate, well-linked contact data helps ensure activities, opportunities, and reporting reflect the true network behind your team’s sales performance. Learning how to manage and monitor contacts enables you to coach better, maintain cleaner CRM data, and support stronger client relationships across every level of your market.
By mastering Contacts & Associations, you’ll strengthen your ability to:
Oversee contact accuracy across your team and ensure proper associations between companies, agencies, and sellers.
Identify and resolve “Unknown Contacts” generated through Connected Mailbox or the Assistant to maintain clean activity records.
Reinforce consistent data standards, such as using correct email formats and keeping complete contact details.
Guide sellers in linking contacts to the right companies to support forecasting accuracy and collaboration.
Use contact insights to identify relationship gaps or opportunities during coaching and account reviews.
Use this checklist to confirm you can confidently manage contact data and guide your team in maintaining accurate, connected records.
I can navigate the Contacts module and filter by contact type
I can associate an agency contact with an account by opening the account, selecting the Agency tab, and checking the contact(s) to link.
I can manage Unknown Contacts by reviewing unmapped entries and linking them to the correct account or agency.
I can add or edit contact details (name, email, phone) to ensure records remain complete and accurate.
I can associate contacts with leads, accounts, or agencies to ensure activities and opportunities connect to the right relationships.
