Find out how to manage and geolocate your accounts
By Training1 author17 articles
What is an account?
How to access accounts?
How to add an account?
How to edit or delete accounts?
Changing account owners with the new bulk option
What fields are shown in an account file?
What are the Featured Fields?
How to do the first check-in?
How can I relate accounts?
How to import accounts and contacts in bulk?
How to add images to your accounts?
How do I manage account recommendations?
What do the icons featured in the list of accounts on the mobile application mean?
Can accounts be filtered and searched?
How does the account map feature work?
How can I merge accounts?