Page Comparison

There are 3 types of account in the system:

• Accounts: customers of the organization

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

• Contacts: TBD

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This is the Accounts main menu, where you can access the Accounts feature:
Page TreerootAccountsstartDepth0Seamless makes it easy to manage your customers, leads, and contacts all in one place. Group them, send checklists, and stay organized without the hassle.

1. Customer Accounts: Current customers (e.g., individuals or organizations like CEO/Representatives).

2. Leads: Potential customers without any purchases.

3. Contacts: Linked to Accounts (e.g., relatives, spouses for personal; representatives for organizations).

You can group customers using Target Groups (e.g., by product or demographics) and manage tasks with Checklists (e.g., sending document requirements). Households organize customers living together.