Please watch this short video to know how to manage Accounts in Accounts module

Accounts module contains names and addresses of customers, prospects, independent sales reps, vendors, business partners, and other organizations. Each Account can be associated with other records such as Opportunities and Contacts.

 

Three demo screenshots on the right side illustrate how to manage Accounts in CRM module.

Major Features.

Keep your Account records up to date.

Easily create a new Account by cloning existing data.

View change log of an Account.

Other Features Highlight

Connect to new Vendors.

Invite your Customers to join the Platform.

Easily manage and share EDI settings.