Accounts

These have the user roles i.e Admin and User. User Role will have permissions where Admin can access.

Create your Accounts - new account can be created for different users and contacts and leads can create in accounts itself in their view pages

Fig Accounts page

This page view describes us about the accounts available and basic information.

There are 2 types of accounts i.e Open/Closed accounts.

We can Edit/Delete accounts here

To create an account we have a option “Add New Account” at the top right corner On Clicking it you will be redirected to the below page.

Optional: We can filter the users based on name,city,tags .

Fig Account create page

Here while we are creating an account, it is mandatory to have minimum one contact and one lead.

Note: Fields having * are mandatory