Samantha Tran: Insurance-VN
Jan 17, 2025
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You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
Access to Accounts menu → Accounts
Click in the Account List
Select customer type (Company or Person)
Fill in mandatory fields
Click to add the account
https://seamlessinsure.atlassian.net/wiki/x/Qqp_/
Case management
Notes management
