Hello! I am building our internal SOP so we can get the whole team on board with using smack dab next quarter!
Curious, how is everyone organizing things? So far we have our builders, architects, interior designers and industry partners under companies and all each individual client under contacts.
Then we also have our project's (or each residence/address) under contacts as well. So the residence is listed 1234 street drive, and then it's home owners are linked as related contacts. This way if the client has several addresses, they are accessible individually which is useful for proposals and marketing.
Is this the best way to go about it? Or should I create a separate entity for Projects? Any thoughts, or advice is greatly appreciated!
TIA
Jes