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Accounts: customers of the organization
Leads: potential customers who didn't purchase any quote
Contacts: List of contacts recorded for Accounts.
Example
For Personal Accounts:
Himself / Herself
Relatives
Spouses
For Organization Accounts:
CEO
Representative
Target Group: groups of individuals having same criteria.
Example
Group of customers who bought product A
Group of male customers
Group of female customers
Checklist: a list of items to be fulfilled. You can send the check list to a specific target group.
Example
Sending “Insurance Application Checklist” to customers for preparing required documents before submitting Insurance Application.
Household: groups of customers who are living together under the same roof.
Example:
Household: 46 Adam street, City A
Members:
Adam White
Jenifer Brown
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This is the Accounts main menu, where you can access the Accounts feature:
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