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.

• Displaying and Editing Accounts
  Once you have located an Account on the Accounts home page, click the account name to display detailed information. To update the Account, click Update, and then change the fields you want to update.

• Contact Info
  Manage your account’s contact information and keep it up to date.

• Related Parties
  Manage the contacts tagged to your account in this tab.

• Orders
  View the orders placed by the Account.

• Service Requests
  Manage the Service Requests created against the account.

• Opportunities
  Manage the Opportunities created against the account.

• Activities
  Manage the Activities created against the account.

• Campaigns
  View the Campaigns that were targeted at the selected account.

• Notes
  Manage the Notes created against the Account.

• Bookmarks and Files
  Manage the Bookmarks and Files created against the account.