The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and manage your leads under these different accounts. Note: If you’re new to the accounts feature, Account Settings is […]
The Account Details page is where you’ll find all information related to a specific account. You can perform actions on the account, see all associated leads, create tasks, add activities and lots more… If you’re new to the accounts feature, these articles will help – Account Settings Manage Accounts Account Access for Sales Groups […]
1. Feature Overview If you have multiple partners, vendors, suppliers, etc., you can create accounts for them and manage all your B2B relationships in one place. The process is simple – Enable the accounts feature Create and configure account types Add or Import accounts under each account type Add leads to your accounts Add activities on […]