Accounts - Word of the Day #4

Accounts - Word of the Day #4



Accounts are companies (or households for B2C) with whom a company has business relations. Accounts may contain different data, such as customer information, company name, addresses, and such. Each Account can also be associated with other records in a CRM system, such as Opportunities or Contacts. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information.

Check out a few knowledge base articles on getting started and working with the Accounts module.



If you're a B2C company, here's a discussion that should help you decide on how to make use of this module, if at all.

Previous 'Word of the Day': Contacts
Next 'Word of the Day': Deals

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