Accountable CRM

The Company Dashboard is the central administration area for your organization within Accountable. It provides Company Administrators with quick access to the tools needed to manage users, locations, contacts, marketing resources, integrations, imports, and company settings. Use this dashboard to access and manage the key areas that support your organization's operations within Accountable.

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The Company Dashboard includes the following sections:

Manage all users within your AccountableCRM account. From this section, administrators can add new users, edit existing user information, assign permissions, and Impersonate User.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/9675714-how-company-admins-can-add-a-user">How Company Admins Can Add a User?</a>

Create and manage locations within your organization. Locations help organize contacts, users, and activities across different business units.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/13769117-how-to-create-a-locations-by-company-admin">How to Create a Locations by Company Admin?</a>

Access company-wide contact management settings. This area allows administrators to configure contact-related options and maintain contact data standards across the CRM.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/10307938-how-can-company-admins-import-contacts-within-the-company">How to Manage Contacts by Company Admin?</a>

Manage marketing settings and tools used for email campaigns, automated communications, and marketing activities within AccountableCRM.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/15616343-how-to-use-the-company-marketing-page">How to Use the Company Marketing Page?</a>

Import contacts and transactions into AccountableCRM. Use this section to upload spreadsheets and migrate information from other systems quickly and efficiently.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/15616805-how-to-use-the-company-imports-page">How to Use the Company Imports Page?</a>

Connect AccountableCRM with third-party applications and services. Integrations help streamline workflows and keep data synchronized across platforms.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/15616558-how-to-use-the-company-integrations-page">How to Use the Company Integrations Page?</a>

Configure company-wide settings, preferences, and system options. This section contains important administrative controls that affect your organization's CRM experience.

👉 Learn more: <a href="https://help.accountablecrm.com/en/articles/15616906-how-to-use-the-company-settings-page">How to Use the Company Settings Page?</a>

​If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.

How to Use the Company Dashboard Page?

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How to Use the Company Dashboard Page?

Dashboard Overview

Users

Locations

Contacts

Marketing

Imports

Integrations

Settings