> ## Documentation Index
> Fetch the complete documentation index at: https://docs.camo.ag/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Contacts and Operations: A Complete Workflow

### **Managing contacts and operations: a complete walkthrough**

Operations and contacts work together in CamoAg to give you a full picture of any farming business. This guide walks you through the complete workflow — from understanding what an operation is, to saving and tagging it, to creating contacts, to connecting multiple entities into a unified view.

**What is an operation?**

An operation represents a real-world agricultural business — a producer, bank, ag retailer, or other entity — and brings all related information together in one place: land, people, financial activity, and connections to other operations.

Think of it as the hub for everything CamoAg knows about a farming business. Instead of piecing information together from multiple searches, you get one unified view.

**If your organization has a CRM connected:** Contact information from your CRM appears in CamoAg as read-only. Your CRM is always the source of truth — edits must be made there. If you create a contact manually in CamoAg and later add that person to your CRM, the CRM data will take over automatically.

**Part 1 — Find the operation you're looking for**

When you search for an entity name, results are drawn from two sources — your organization's own contacts (labeled *My Org*) and CamoAg's broader database. Your contacts always appear first.

Use the **Source column** to tell them apart at a glance. **Aliases** beneath each result show additional names from your CRM, or registered owner names if no CRM is connected.

**Looking for a specific owner?** Owner names have moved — you'll find them within Parcel results, not as a standalone search category.

**Part 2 — Save an operation and add a tag**

Once you've located the operation you want, save it to your account so you can track it and label it with a tag.

<Steps>
  <Step>
    Click through to the operation on the map, or click the operation name from your search results to open its profile.
  </Step>

  <Step>
    Click **Save to Edit**. The operation is now saved to your account as a **Prospect**.
  </Step>

  <Step>
    On the operation profile, expand **Tags & Products**.
  </Step>

  <Step>
    Click **+Add Tag**, then select an existing tag from the list — or, if you have Admin or Edit permissions, create a new one.
  </Step>
</Steps>

The tag is now saved to the operation and will appear on the operation profile, on the map, and in reporting anywhere this operation shows up.

*→ See* [*Creating and Managing Tags*](/hc/en-us/articles/40418760779799-Creating-and-Managing-Tags) *for more on Global, Company, and Integration tags and how to manage your organization's tag library.*

**Part 3 — Create a contact**

Once you've found an operation you want to track, create a contact to save it, add personal details, and pin it to the map.

*Choose your method:*

| **Method**         | **Best when...**                                        |
| :----------------- | :------------------------------------------------------ |
| From the map       | You've found someone on the map — address is pre-filled |
| From the dashboard | You know their details and want to enter them directly  |

**Heads up on map placement:** A contact appears on the map at their address — not at the parcel location. A landowner who lives in Cedar Rapids, IA but owns a parcel in DeKalb, IL will appear in Cedar Rapids. Enable the Contacts layer and zoom to the contact's address if you don't see the marker where you expect it.

*→ See* [*Creating a Contact*](/contacts/creating-a-contact) *for full step-by-step instructions for both methods.*

**Part 4 — Connect operations to see the full picture**

If a producer owns land under multiple entity names, or a family operation is spread across different addresses, connecting those operations lets you see their entire footprint in a single view.

**Before you begin:** You'll need a contact created (Part 3) for each operation you want to connect. Complete that step first, then return here.

**Common scenarios:**

* An investor owns land under three LLCs — connecting them reveals the total acreage across all entities
* Two siblings operate land together from different addresses — connecting their contacts shows the combined farm footprint on the map

*→ See* [*Connecting Operations to View Their Entire Footprint*](/training/use-cases/connecting-operations-to-view-their-entire-footprint) *for full step-by-step instructions.*

**Create a Property**

**What's next**

Once your contacts and operations are connected, you can:

* View all contacts on the map using the Contacts layer
* Run a Contacts Pro Report to analyze your full contact list
* Filter reports by Operation Category to segment your list further
* Filter reports and map layers by tag to segment your list further