As a new user I would like input regarding how to track interactions with clients.
When you create a contact, a business contact is automatically created when you enter the company a contact belongs to.
In this case I have a opportunity to do work for company X. Company X wants me to provide a quote for redevelopment of their company website. Two contacts are involved in this process and I want to document all interactions with the company to get the account. My question is:
Based on your experiences, where should I document the interactions with the potential and/or current clients?
1) In the company page
2) On the client page
3) Do double the work and bounce between both client pages to review all notes, call logs, etc.
Any insight to best practices would be helpful. At this point I have not used any of the company pages since my correspondence is usually with a specific client.
It would be amazing if their was a way to track all correspondence, projects, logs with clients that are a part of company X on company X’s page.
