This comprehensive guide is your essential starting point as a new Company Admin in Accountable CRM — the powerful, mortgage-specific platform built for credit unions and community banks.
As a Company Admin, you serve as the control center for your mortgage department, managing settings, user permissions, teams, marketing resources, and more to ensure smooth operations, compliance, and team success.
Users
Users
Seamlessly oversee user assignments within your company using our user-friendly admin interface. Administrators can allocate individuals to various levels, ensuring each user is appropriately positioned for maximum collaboration and efficiency.
Learn More about how to add users to company.
Location
Location
In Accountable CRM this feature is Seamlessly oversee user assignments within your company using our user-friendly admin interface.
Administrators can allocate individuals to various levels, ensuring each user is appropriately positioned for maximum collaboration and efficiency.
Learn More about how to add a location.
Contact
Contact
This feature allows admins to add and manage contacts for a company in Accountable CRM. By creating company contacts, you can store important details like names, phone numbers, and email addresses in one place.
These contacts can be used for communication, task assignment, and tracking interactions related to the company.
Learn more about how to create a company contact.
Marketing
Marketing
1. Email Template
Sending newsletters and email updates helps maintain regular communication with your audience and potential clients, promoting brand awareness, driving engagement, and potentially increasing sales.
Learn More about how to create an email template.
2.Automation
Automation in the Accountable CRM process and system operates automatically, boosting efficiency and allowing users to focus on strategic activities while maintaining high levels of customer engagement. This reduces the time spent on routine tasks and enhances the user experience.
Learn More about how to create a automation.
3. Campaign
In Accountable CRM to creating campaigns inside the company allows for targeted communication and centralized management, ensuring that messaging is relevant and consistent. It also provides access to detailed analytics for better decision-making and enhances coordination between departments.
Learn More about how to create a company campaign.
4. Email Signature
The Email Signature feature allows company admins to create and manage a standard email signature for marketing and business communications. You can add details like the company name, logo, contact information, and social links.
Learn more about how to create a email signature.
5. Unsubscribed contact
Effective communication management is essential for every organization, especially when dealing with a large volume of contacts. Accountable introduces a powerful update that gives Company Admins full oversight and control over their organization’s email communication preferences.
Learn more about How Company Admins Can Manage Unsubscribes in Accountable.
6. History
The History feature lets admins view and track all marketing activities in one place. It shows details like emails sent, campaigns created, updates made, and user actions. This helps you monitor performance, review past actions, and stay informed about everything that has happened in the marketing section.
Learn more about how to use a history.
Imports
Imports
1. Import contact
Company Admins can import contacts in bulk by uploading a supported file. This feature reduces manual work, ensures data accuracy, prevents duplicates, and helps organize contacts quickly and efficiently.
Learn more about how to import contact.
2. Import Transactions
Company Admins can import transactions in bulk by uploading a supported file . This feature ensures accurate data, prevents duplicates, and quickly associates transactions with the correct companies.
Learn more about how to import transaction.
Integration
Integration
Settings
Settings
1. Selling System
2. Tags
As a Company Admin in AccountableCRM, organizing and automating your contact management just got easier with the Company Tags feature. This powerful tool enables your entire team to streamline workflows, enhance automation, and maintain consistent communication across departments by tagging contacts at the company level.
Learn more about how to use company tags.
3. Lead source
4. Interest Rates
5. User Roles
Roles and permissions within our company are meticulously defined to ensure that each Loan Officer has access only to the resources and functionalities necessary for their role. Admin hold the highest level of access, allowing them to manage Loan Officer roles, assign permissions, and oversee system configurations.
Learn more about how to add user role.
Custom field
Custom field