Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Accounts: customers of the organization

  • Leads: potential customers who didn't purchase any quote

  • Contacts: TBDList of contacts recorded for Accounts.

    • Example

      • For Personal Accounts:

        • Himself / Herself

        • Relatives

        • Spouses

      • For Organization Accounts:

        • CEO

        • Representative

...

This is the Accounts main menu, where you can access the Accounts feature:

Page Tree
rootAccounts
startDepth0

...