Account
Step-by-step instructions on how to use your Account.
19 articles
Set Your Start Date
How to Change my Username & Password
How to Manage Custom Fields
How to Edit my Platform Preferences
How to Edit my Billing Preferences
Turning on Two Way Authenticator
How to use Default KPI
How to Add the Custom KPI
How to setup your profile?
How to setup your email signature?
Best Practices for Adding a Logo in Accountable
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Integrations
How to integrate with other softwares.
What is Zapier and Why You Might Need an Account to Integrate with Accountable?
How to Connect AccountableCRM with Zapier?
Jungo (Salesforce) Integration
How to Send Contacts to Accountable Using Zapier Webhook
How to send Salesforce contacts to AccountableCRM Using Zapier?
How to send HubSpot contacts to AccountableCRM Using Zapier?
Why You Should Use Your Own SendGrid Account?