How to Manage Unknown Contacts

Reviewing Unknown Contacts

1. Navigate to the Contacts section in the CRM and select Unknown Contacts.

2. Review entries flagged as unknown or newly created.

3. Confirm their association with the correct account or agency to ensure accurate record-keeping.

Best Practices

• Use Standardized Email Addresses: Always use consistent, professional email addresses for client communications to ensure proper matching within the CRM.

• Regularly Review Unmatched Contacts: Periodically check the CRM for unmatched contacts to maintain clean and accurate records.