Accounts
Accounts are the client accounts that the business currently has, and as a lead is converted to a client, they become an account.
This makes it very easy to assign accounts to sales associates.
Each sales associate can manage these accounts, and present them with new opportunities.
The core of an account are the key attributes, such as contact; address and account ownership within your organisation.
An account can have many contacts, tasks, and opportunities.
Accounts can have contact information, and users can also attach notes to the account. A user should be able to view each account profile and get a sense of the accounts status with their company.
If your accounts data is enriched with lat/lng coordinates, this is enabled on the show routes – allowing you to easily one click plan a visit.
