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Manage Customer and Relationship Context in Flex

Maintain a reliable shared view of an organization, people, interactions, and next actions.

4 min readVerified Jul 25, 2026Batoi Flex
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What this page helps you accomplish

Maintain a reliable shared view of an organization, people, interactions, and next actions.

Batoi Flex · Core workflows
Accountable roleRelationship Manager
Business taskRelationship Management
Completion signalTeams can coordinate from one owned relationship context without duplicating unnecessary data.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Relationship Management

Maintain a reliable shared view of an organization, people, interactions, and next actions.

3 Verify

Observable business result

Teams can coordinate from one owned relationship context without duplicating unnecessary data.

Potential issue and recovery

The same organization or person appears more than once.

Recommended recovery: Stop adding activity, compare the records, use the governed merge workflow where authorized, and preserve the surviving links and history.

Who should use this article

This article is for relationship managers who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Manage Customer and Relationship Context in Flex workflow Find company or contact followed by Confirm identity followed by Add context followed by Link work and activity followed by Review follow-up. Manage Customer and Relationship Context in Flex Find companyor contact Confirm identity Add context Link workand activity Review follow-up
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex Companies screen showing aggregate relationship coverage without contact details
Use company and contact records as the shared relationship context for sales, projects, documents, billing, and support.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open CRM and choose Companies or Contacts. Search before creating a record so the workspace retains one canonical relationship identity.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Record the minimum useful identity and relationship context, assign an accountable owner, and link authorized opportunities, projects, documents, or communication.
  5. Review the result. Check duplicate risk, ownership, contact preference, data accuracy, linked work, recent activity, and the next responsible follow-up.
  6. Verify and retain the outcome. The canonical record is findable, owned, linked to the correct work, and free of unnecessary or duplicate personal information. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • Teams can coordinate from one owned relationship context without duplicating unnecessary data.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
The same organization or person appears more than once.Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.Stop adding activity, compare the records, use the governed merge workflow where authorized, and preserve the surviving links and history.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Collect only necessary relationship information. Do not expose contact details, private correspondence, customer identifiers, or contractual content in public material. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence for a relationship brief from the permitted record and linked activity, then verify dates, ownership, and unsupported inferences.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.