The architecture of ClickHQ Small Business has been designed to be as flexible as possible so that organisations or groups of contacts can be accurately mapped in a way that reflects how you deal with them.
Contacts can be defined as Folders, Organisations or Individuals and organised into:
- Regions, Countries, Continents
- Reporting Lines
- Billing Points
A contact can only exist once in the system but you can create shortcuts to associate a group of contacts with a folder or organisation. For example if you are hosting a seminar you can create a folder called Seminar and add a simple shortcut to all the contacts that you have invited thus creating a folder of all invitees for easy reference.