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Accounts, Contacts and Leads

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Accounts, Contacts and Leads (6)

Learn everything you need to know about creating and managing leads and clients.

What are Accounts and Contacts?

Modified on Sat, 30 Mar, 2024 at 9:09 AM
How to create a new Account

Modified on Mon, 9 Dec, 2024 at 10:43 PM
How to add a new Contact to an Account

Modified on Mon, 9 Dec, 2024 at 10:47 PM
How to share an Account with another user

Modified on Mon, 9 Dec, 2024 at 10:51 PM
How to merge duplicate records together

Modified on Mon, 9 Dec, 2024 at 11:00 PM
How to create a new Lead and Convert to a Client

Modified on Mon, 9 Dec, 2024 at 10:40 PM

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