In Accountable CRM, the Selling System feature on the Company Admin page is a powerful tool designed for all company users. It allows Company Admins to create and manage selling systems that can be applied across user contact page.
Steps To Create a Selling System in Company Admin.
Click on the "Admin" tab, in the top navigation bar.
In the company page, Click on Settings .
In the settings page, Click on the Selling System.
Click on the Add selling System at the upper right of the selling system page.
Once you click . A modal pop-up will appear. Enter a selling system name and click on save button.
It will reflect on the selling system grid table and company users contact page.
Click the Edit icon to edit the selling system, and click the Delete icon to remove it.
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- Accountable Support