What is the difference between Accounts and Contacts in D-Tools Cloud? Well, Accounts are like our Clients/Customers, on the other hand, Contacts are individuals you may contact when performing a service for a particular Account. You can have multiple Contacts assigned to an individual Account and you can have a single Contact assigned to multiple Accounts. 


Example 1:

You may be working with AMC theaters and installing speakers at two of their locations. So the Account would be "AMC theaters" and the Contacts assigned under that account could be a manager from each location you may need to contact while performing the job on site. 

Example 2:

You may have a couple of accounts for which you perform similar tasks/services and use the same builder. You may have an account with AMC, Regal, and NCG for example. Since you use the same builder, you can add this Contact to all three "Accounts" and have this person's information populate in the Opportunities/Projects going forward. 

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