Keep one contact across many pools and accounts

The Contact Hub stores one real person once, links them to multiple customers or pools, and keeps service and marketing permission separate by phone or email.

Where: Customers -> Contact Hub; Customer 360 -> Contacts & dispatch

1. Open Contact Hub and search before creating a new contact, so an HOA manager or tenant is not duplicated.
2. Link the contact to the right customer or pool and choose the relationship: primary, gate contact, tenant, or property manager.
3. Set service-notification and marketing permission separately for each contact method.
4. Use Link across every pool only when that same person should apply to the customer's whole pool portfolio.