Accounts
The companies you sell to, with their full relationship history.
Overview
An account is a customer record seen from a sales point of view: hierarchy of parent and child accounts, addresses with GPS, contacts and their buying roles, opportunities, quotes, activities, consent and a health score, all on one Customer 360 screen. Accounts are the same customers used in Sales and Accounting, not a copy.
When to use accounts
- You prepare for a customer meeting.
- You see a group’s total exposure.
Step by step
In the Crm module open Relationships in the green navigation bar, then choose Accounts under Accounts & Contacts.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.account.create
- crm.account.delete
- crm.account.export
- crm.account.import
- crm.account.merge
- crm.account.read
- crm.account.update