We are exploring on FreshWorks CRM. I noticed there is Contacts and Accounts in FreshWorks. And we noticed we can just use Contacts, without needing to tagged to any Account.
After created a Contact, I can add a Deal to this Contact, and subsequently moving the Deals all the way to Won status (Deal closed).
P/S: Our business is B2C (Business to Consumer), our customers are individual consumers, so we interact directly with consumers instead of Companies.
So I would like to understand, in such case, under what circumstances that we need to use an Account? (ie: To tagged a Contact to an Account). Any implications if we don’t create any Accounts at all?
For eg, will it affect the default Analytics reports, etc
Best answer by Aishwarya ParthasarathiView original