From CommenceCRM-Help
Jump to: navigation, search
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:Accounts.jpg]]
+
[[File:ScreenHunter_02 Sep. 25 13.38.jpg]]
  
  

Revision as of 09:12, 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.

ScreenHunter 02 Sep. 25 13.38.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.