From CommenceCRM-Help
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How_to_Set_Up_a _New_Account How to Set Up a New Account] | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How_to_Set_Up_a _New_Account How to Set Up a New Account] | ||
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Sort Accounts How to Sort Accounts | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Sort Accounts How to Sort Accounts] |
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts] | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts] | ||
Revision as of 12:34, 13 September 2012
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.
Account: An entity with which you do business or would like to do business.
Contact: An individual associated with an account. One Account can have any number of contacts.