In AccountableCRM, Company Admins can create and manage Accounts within their organization. These Accounts automatically appear in the User Contact creation page, making it easy to assign contacts to the correct Account. This ensures better data segregation, improved organization, and more structured management across the company.
Steps to create an Account:
In the top navigation bar, click the Admin tab.
On the Company page, select Settings.
In the Settings page, click Accounts.
On the Accounts page, click the “+ New Account” button.
In the Account pop-up window, enter the Account Name and click Save.
Once created, the new Account name will appear in the Company User Contact Creation pop-up under the Accounts dropdown.
Select the appropriate Account name from the dropdown and click Save to assign it to the contact.
On the Company User’s Campaign page, campaigns can be sent to specific contacts by simply selecting the relevant Account name from the dropdown.
In the Company Contacts page, you can filter contacts using the selected Account name.
On the Company Accounts page, you will see the total number of contacts associated with each Account.
To manage an Account, click the pencil icon to edit the Account name or the trash icon to delete the Account.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
- Accountable Support