In AccountableCRM, can create and manage Accounts within their organization. These Accounts automatically appear in the Contact creation page, making it easy to assign contacts to the correct Account. This ensures better data segregation, improved organization, and more structured management.
Steps to create an Account:
Once you are logged into the platform, click on "Profile Image" in the top navigation, and then click on "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 and click the trash icon or select the check box 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