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[10-Apr-19] Account Feature Updates

We’ve made a bunch of enhancements to the accounts feature. Now you can –

  • Capture B2B activities (stakeholder meetings, contract signings, contract renewals, van advertising activities, etc.) on accounts (see How to Post Activities on Accounts).
  • Import accounts through CSV (see How to Import Accounts).
  • Create Smart Views for your accounts.
  • Add custom tabs (see Custom Tab Connector) to display data from external sources. For example –
    • View the list of invoices generated for a particular account
    • Set up a news feed tab for a specific account
  • Perform Add Lead and Add Existing Leads row actions on the Manage Accounts page.

If you’re new to the accounts feature, here’s some documentation to get you started –