Differentiate between a Customers

Hi @JGray30 ,

One of the easy ways you can use is by simply creating a custom property, one on the Company object and one on the Contact object. This way, on the Company object you can have a custom property called “Type of company” with a dropdown select with options “Dealer”, “Customer” and “Public”. For the Contact object, you can have a property called “Type of contact” with options “Staff” and “Customer”.

This way, you can easily create active lists, views, reports, etc. with all companies with “Type of company” = “Dealer”. This way, you will have a list of all of them. Or, you can have a view or active list with all contacts for which “Type of contact” equals “Staff” and link those people like that.

You can create automation whereby, if a company is created with “Type of company” = “Dealer” then all contacts associated with the company will be updated for “Type of contact” to be “Staff”. This way, you just need to make sure that the company information is correct and then you can update the contact properties accordingly.

You said you would have Enterprise subscription, so you can use even a Custom object for the Dealers and then have even further segmentation.

I hope that helps,

Eli :slightly_smiling_face: