steve.baltzois [16:11] @nash.sharma: What you need to do is create a history note on the account of the customer who said to you to speak to the other person.

Then create a new account for the new customer if you will be dealing with that new customer from this point forward.

nash.sharma [16:13] @steve.baltzois: ok

steve.baltzois [16:14] @nash.sharma: don't forget to create an activity to call the new customer you have created as well under their account.