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The Accounts application is the place to keep track of your current customers, qualified prospects or your partners. Account records usually contain information about companies and organizations, not individuals.
  • Any number of contacts maybe related to an account
  • Any number of opportunity records (that track a sales process) can be related to an account
  • Any number of activities, cases, documents and emails can be related to an account
  • Accounts can be categorized by type of business by customizing the Industry drop down select
  • And, categorized as Customer, Prospect, Partner, etc. by customizing the Type drop down select
  • Accounts can be re-assigned and distributed to other users
  • Subsidiaries, divisions and branch offices can be related to accounts
  • Lists for email campaigns can be created from search results
  • Accounts may be imported from .csv files, created by converting Leads, or entered manually
  • Accounts may be exported to Excel (.csv file format) at any time with proper permissions
Set your own search criteria and results
Use custom fields to match closely your business needs
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