All information about Account Management
Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search bar, streamlining the process of
A recent update in the “Accounts” section now allows users to assign agents to multiple accounts simultaneously. Use Case: To expedite and simplify the process
With this enhancement, you now have the option to merge user accounts, a capability that was previously unavailable. This addition aims to simplify the tasks
With these improvements, you can easily perform various actions on selected accounts directly from the account header. The actions available in the account header include
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
Accounts: Client Profile 360Â is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
While deleting an account you can either select to delete the account or can delete all the data related to that account such as contacts,
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