Add/Edit account with NAICS code generated using AI for commercial accounts Description – Introducing a NAICS code creation and editing tool using artificial intelligence for commercial accounts created in the account module. Benefit – Create and
Accounts and contacts new architecture 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
Contact & Account Architecture In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add