WhInfor CRMat Are Accounts?

Accounts are your customers. Accounts can contain one or many contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information depends on the account type and your access rights.

You can view account information either on a Contact or Opportunity Tab, in a list of query results on the Account List view, or on the Account Detail view.

Here are some of the features that are available to help you manage your accounts:

• Create groups to work with a subset of accounts. You can create groups based on specific sets of conditions, or by individually choosing accounts.
• Use the Associations Tab to create or note relationships between accounts.

How Do I?

Add an Account

Delete an Account

Edit an Account