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Review background information about managing contacts on records.
- Related Topics:
- Managing Internal Contacts on Records
You can add and manage internal contacts on projects and enquiries. These are contacts within your organization, such as contract managers, project managers, architects, internal stakeholders, and so on. - Managing External Contacts on Records
You can add and manage external contacts on projects, enquiries, and opportunities. External contacts are people that work for third-party companies, such as contractors, subcontractors, architects, and so on.
Parent Topic: Contacts