Accounts - Introduction

Accounts - Introduction

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.
  1. Add account
  2. Add sub-account
  3. Advisories
  4. Attachments
  5. Tasks
  6. Manage account requests
  7. Copy accounts
  8. Deactivate accounts
  9. Importing accounts
  10. Manage Accounts
  11. Manage Sub-accounts
For sales, contracts, and billing, go to Products, Contracts and Billing

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