Difference between revisions of "Accounts"

From Commence CRM-Help

Line 14: Line 14:
  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts  How to View a List of Accounts]
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts  How to View a List of Accounts]
 
  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
Line 30: Line 29:
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
  
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddaContactwithoutanAccount How to Add a Contact without an Account]
+
*[http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddaContactwithoutanAccount How to Add a Contact without an Account]
  
  
Line 37: Line 36:
 
*[http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
 
*[http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
  
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
+
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoWorkWithTeams How to Work With Teams]
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
 

Revision as of 06:24, 14 September 2012

Maintaining Account and Contact information is central to every On-Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On-Demand user. Then, you may wish to build a database of other information associated with those accounts.


Accounts.jpg


Account: An entity with which you do business or would like to do business.

Contact: An individual associated with an account. One Account can have any number of contacts.