Study first
Review the ideas behind the questions
These notes explain how CRM records connect customer context, ownership, activity history, and follow-up.
Know what each record represents
CRM records should reflect real business entities and relationships so teams can find the right context quickly.
- A contact usually represents an individual person you communicate with.
- A company or account represents an organization connected to people, deals, or support needs.
- A lead is usually an early potential customer that still needs qualification.
Connect related records
Associations make CRM data more useful by showing how people, companies, deals, and activities relate to each other.
- Associate contacts with the right companies and deals so teams can see relationship context.
- Log activities such as calls, emails, notes, tasks, and meetings on the relevant records.
- Check associations before merging or deleting records so important history is not lost.
Keep fields consistent
Clean properties and consistent values make filtering, segmentation, handoff, and reporting more reliable.
- Use default properties when they already capture the needed information.
- Create custom properties only when the data has a clear owner and consistent use.
- Avoid duplicate records and uncontrolled free-text values that fragment reporting.