The Contacts Library in INNERGY uses a three-level hierarchy to organize every person and organization your business works with. Understanding this structure is important before adding contacts, because each level serves a distinct purpose and the relationships between them affect how contacts are used across Opportunities and Projects.
The Three Levels
1. Company
A Company is the top-level entity in the hierarchy. It represents the parent organization — for example, a national general contractor, an architecture firm, or a materials vendor. Each company can only appear once in the Contacts Library, ensuring there is no duplication at the top level.
2. Office
An Office sits beneath a Company and represents a specific location or branch of that company. A single Company can have multiple Offices — for example, a general contractor might have regional offices in different cities. Each Office has its own name, address, and contact details.
3. Contact (Person)
A Contact is an individual person associated with a specific Office. This is the person-level record — a project manager, estimator, architect, or account representative. Contacts belong to Offices, not directly to Companies.
Visual Example
Here is how a nationwide general contractor would be structured in the Contacts Library:
Company: ABC General Contractors
Office: ABC GC — Atlanta
Contact: Jane Smith (Project Manager)
Contact: John Doe (Estimator)
Office: ABC GC — Dallas
Contact: Maria Lopez (Account Manager)
Why This Structure Matters
Prevents duplicate company records — each organization appears exactly once, regardless of how many offices or contacts it has.
Enables accurate project team assignment — when you add a project team to an Opportunity, you assign contacts from specific offices. This carries over automatically when the Opportunity converts to a Project.
Supports the 360 Review — the 360 Review tab surfaces all Opportunities and Projects associated with a given company or contact, giving you a full relationship history.
Important Rules
You must create a Company before you can create an Office under it.
You must create an Office before you can create a Contact under it.
A Contact cannot exist without being assigned to an Office.
Each Company name must be unique in the Contacts Library.
Related Articles
How do I create a Company?
How do I create an Office?
How do I create a Contact?
How Do I Find the 360 Review Tab?