How to Handle Unknown Contacts in CRM

Reviewing Unknown Contacts:

• Navigate to the Contacts section in the CRM and select Unknown Contacts.
• Review entries flagged as unknown or newly created.
• 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.