Accounts
All Accounts and Account Contacts — the companies you sell to and the people in them.
2 articles
1
All Accounts
The list of companies you sell to: search it, add an account with its primary and additional contacts, and open an account to see its details, active leads, contacts and timeline.
9 Oct 20262 views
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Account Contacts
Find the people at your customer companies, add or edit a contact on an account, give each person a role and mark the primary contact.
9 Oct 20262 views