Accounts

Accounts are used to store information about companies you do business with. You typically have one or more Contacts associated with an Account. Get the most out of accounts by merging duplicates, seeing the history of accounts, and more.

• Account Home
  Account home will give us a quick snapshot of the leads that exist in the system based on the user login in the KPI. 
  
  
• Create Accounts
  An Account will be created for each company that is a customer. The account may have opportunities, activities, notes etc. linked to it.
  
  
• Manage Leads – View Accounts
  In the View Account screen, we have the top first section as a Action bar
  

•  Manage Accounts
  Gather all data about your accounts as well as store all-important interactions and service requests in one place. This way, you can bring your dialogue with customers to a new level and significantly ease your sales process.

• Merge Duplicate Accounts
  Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them.
  
  
• Accounts Fields