2.2 — Individual vs. Company
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ Type field
✅ WHAT TO DO
The Contact Type determines which KYC documents are required. Set this correctly first.
- Individual: single natural person (buyer/investor)
- Company: legal entity (requires company + signatory KYC)
- Company buying? Create TWO records: company + authorized signatory
- Wrong type = wrong document requirements
💡 TIP
If a company is buying, you need KYC for the COMPANY (Trade License, MOA) AND separate KYC for the AUTHORIZED SIGNATORY.
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