---
title: 3. Managing Contact Records
description: "Your **[CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)** stores detailed records for each lead, including: - **Contact Information:** Name, phone number, email address, etc. - **Lead Source:** Identify **FinanceVine** as the source for accurate tracking (we can do this for you during the [onboarding](https://clients.financevine.ca/docs/onboarding/) process). -…"
url: "https://clients.financevine.ca/docs/crm-2-managing-contact-records/"
updated: "2025-03-27"
category: 7. CRM Best Practices
---

# 3. Managing Contact Records

Your **[CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)** stores detailed records for each lead, including:

- **Contact Information:** Name, phone number, email address, etc.
- **Lead Source:** Identify **FinanceVine** as the source for accurate tracking (we can do this for you during the [onboarding](https://clients.financevine.ca/docs/onboarding/) process).
- **Interaction History:** Log every interaction, including calls, [emails](https://clients.financevine.ca/docs/1-email-messaging-best-practices/), and [text](https://clients.financevine.ca/docs/sms-messaging-best-practices/) messages.
- **Notes:** Record important details about the lead's needs, preferences, and concerns or any other rapport-building details (someone's favorite sports team, a child's name, etc)
- **Documents:** Store relevant documents, such as applications or financial statements, securely.

Having this information *readily* available ensures [personalized](https://clients.financevine.ca/docs/1-unique-value-proposition-uvp/) communication and efficient follow-up.