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commercial accounts
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
