The Household record links together Contacts in the same household. Please do not create any household account records! The system will automatically create a Household for each new Contact - unless you connect the contact to an existing Household record.

For example, when you create a new contact record for Blair Christie the system will automatically create the household account: "Christie (Blair) Household."

When you create a new record for her husband, Joseph, and their kids, link the new record to the existing Christie household. Notice that when you save, the household name automatically updates to include all family members. 

The Organization record is the primary account record type we use.

Some fields of note --

Type: Select between For Profit, Government, Nonprofit, or Other.

Primary Sector: Select a primary sector for the organization. This sector will also be added to affiliated contacts.

The Venue record should be used for any hotels or other vendors we want to track.