It's important to keep your data clean and accessible.
We've created some general rules to help keep your data clean and organized. This is for your benefit, so you can easily find the contact and their information. Please follow these rules and make sure each one of your contacts fulfills the criteria, so we do not have to clean it later.
No contact owner for these Types:
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Consultant
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Vendor Partners
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TPA
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Stop Loss Carrier
Required Fields for Contacts:
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First Name
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Last Name
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Email
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Type
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State
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Postal Code
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City
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Associated Company
For data cleaning purposes, if you can’t determine which office a contact belongs in, assign them to the HQ. That way, they are at least associated with the parent company.