Accounts

From Commence CRM-Help

Revision as of 11:18, 13 September 2012 by Technowrites (talk | contribs)

Maintaining Account and Contact information is central to every On-Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On-Demand user. Then, you may wish to build a database of other information associated with those accounts.


Accounts.jpg