The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for 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. You can also control access to accounts through sales group permissions.
Note: The accounts feature is not available by default. To get it enabled for your tenant, contact us at support@leadsquared.com.
Go through our documentation to get started –
