< View all articles in .

Overview of the New Account Management Feature

Learn how to manage all your business relationships efficiently with accounts.

  • How to categorize business relationships with different account types
    • Setup different account types like customer, partner, etc.
    • Adding accounts in a different account types
    • View & manage accounts
    • Know what stages accounts are in
  • Group leads using accounts
  • Add leads to accounts
  • Account based sales group permissions