Using Accounts

The Accounts application can be used in different ways efficiently.

  • Accounts application consists of all the detailed information for an account.

  • Accounts can be imported through CSV files.

  • Various tags can be associated to an account.

  • Different kinds of Reports can be created in an Accounts application and these reports can be exported in a PDF, Excel and Word format.

Creating a New Account

This screen allows you to enter all the details associated with a new Account such as account number, name, address, email, phone number, company information and so forth. A new Account can be opened for prospects, clients, vendors, business partners and other organizations which interact with your organization.

To create a new Account:

  1. Click CRM > Accounts > New Accounts .

    accounts new

  2. On the New Account screen enter the details for an account like Account Name, Address Information, Company Information , Personal Information , etc.
  3. Click Save when you are finished entering information in the fields.