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panozzaj edited this page Jan 10, 2012 · 3 revisions


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.

Creating Accounts

Create Account

An account can have many contacts, tasks, and opportunities.

Viewing Accounts

View Account

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.

On the left side of the Account model is a search bar. This can be used to search for specific accounts.