Associate Accounts

Associate Accounts

You can create a 360 degree view of the account to display all the associated details, such as contacts, potentials, trouble tickets, activities, attachments, and notes in a single view.

In the Account Details page, you can update the following:

  • Potentials: To add potentials.
  • Contacts: To add contacts.
  • Open Activities: To add tasks and events (meetings and calls).
  • Closed Activities:To display the closed activities.
  • Products: To add products.
  • Quotes: To add quotes.
  • Sales Orders: To add sales orders.
  • Invoices: To add invoices.
  • Attachments & Notes: To attach documents and notes.
  • Member Accounts: To add other divisions or subsidiaries to the parent account.
  • Cases: To create cases

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