Accounts and Contacts in Work 365

All customer data in Work 365 is tied to a customer account. An Account is the starting point for all customer relationships within Work 365.

• Accounts represent the customer organization.
• Contacts represent individuals within that organization and are always linked to an account.
• Contacts can also be associated with specific entities tied to the account (e.g., subscriptions, billing contracts).

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What This Section Covers

• How to create and manage accounts.
• How to create and manage contacts.
• Best practices for maintaining accurate customer data.