Organizations and contacts
Keep client and stakeholder context structured as you scale installs, billing, and support across stores.
Create an organization and add contacts
Set up an organization record, add contacts, and use it as the system of record for projects and communication.
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Use conversations for intake
Capture client questions and requests in conversations so context stays shared and searchable across the team.
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Best practices for contact data
Keep stakeholder information clean: roles, email ownership, and how to avoid delivery confusion across many clients.
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