Difference between revisions of "Accounts"
From Commence CRM-Help
Technowrites (talk | contribs) |
|||
Line 2: | Line 2: | ||
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. | 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. | ||
− | + | [[File:ScreenHunter_01 Sep. 25 12.46.jpg]] | |
[[File:Accounts.jpg]] | [[File:Accounts.jpg]] | ||
Revision as of 08:10, 25 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.
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.