Now that you understand the basics of What is a Contact Record? - let's move on to some best practices.

When discussing contact records, we're discussing 3 main Record Types: Lead Contacts, Sales/Client Contacts, and Candidates (Click HERE for a definition of each!)

For the most part, we imagine many customers will have a majority of candidates in their database. As a result, when a contact is created, that record will default as a Candidate, however, this can easily be changed within the Record Type prior to creation.

Lead contacts often represent your more 'cold' sales targets. A great way to take advantage of your lead contacts would be through creation of hot lists that allow you to target your business development prospects.

In Contacts, we provide 3 default views, one for each record type.

Starting with Lead Contacts for instance, you may Configure your View to manage which Lead Contacts you wish to begin engaging. Easily sort your view to see who you've reached out to recently, who you haven't, and who has actually engaged back with you. Coupling this with Daily Tasks can ensure you're targeting the right people at the right time.

With you Sales Contacts, you're very likely to affiliate those as you Create and Manage Opportunities through your sales funnel. Similar to the above, whether affiliated with an active opportunity or not, it can be easy to segment and group your Sales Contacts together to see who might need a check-in. Or maybe you often have the need to target a current client as a referral. Perhaps couple the Record Type (Sales Contact) with a Tag or Custom Field (Referral Partner) to easily target your top referral sources.

Pro Tip: It can be helpful, especially when running searches, to query by only a particular record type to ensure you're not accidentally sending candidate marketing emails to your clients. We allow you to easily include Record Type within any search: