Accounts are used to manage all customer information in a single place. The Accounts module lets you manage both transactional including business details, associated contacts, requests, tasks etc, and non-transactional information including sales, products, contracts, and billing.
Follow the links below to learn more.
- Add account
- Add sub-account
- Advisories
- Attachments
- Tasks
- Manage account requests
- Copy accounts
- Deactivate accounts
- Importing accounts
- Manage Accounts
- Manage Sub-accounts
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