All information about Account Management
With these improvements, you can easily perform various actions on selected accounts directly from the account header. The actions available in the account header include
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
Accounts: Client Profile 360Â is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
While deleting an account you can either select to delete the account or can delete all the data related to that account such as contacts,
Admin can add, edit or delete the custom data fields in Accounts.  To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter. To add the Ratings to the accounts:
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Most Search: Ams360Release Notes
