Customers
Understand company account management
A company may have several contacts. Record each contact’s role and relationship accurately for B2B work.
Before you start
Login to the correct workspace and have the necessary permissions based on your role.
Step-by-step instructions
Follow these steps in order. You can keep this guide open while working in another Tautiva tab.
Open Customers and select the customer contact profile.
Check the Accounts or Company section in the customer profile.
If account management options are available, find the correct company before linking the contact.
Verify if the contact role is appropriate, such as buyer, technical responsible, or billing.
Ensure changes in relationships are recorded on the profile and Customer 360.
When creating a B2B obligation, select the billing contact that is actually related to the business account.
PRACTICAL EXAMPLE
Example from daily work
Example: PT Contoh Sejahtera has a contact, Dina, for purchasing and Tono for billing. Both are connected to the same company if valid.
This is a fictional training example. No real customer data was used.
Expected result
Actions are understood and results can be checked on the workspace page. For data changes, only perform them according to the Standard Operating Procedure (SOP).
Important notes
- Do not link two companies just because they have similar names.
- One contact can be related to multiple accounts if the business requires it.
If something goes wrong
- Company not found: ask the CRM Admin to verify or create a business account according to permissions.
- B2B obligation failed: check the contact relationship with the account on Customers.
This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.