Accounts
Find out how to manage and geolocate your accounts
By Jon1 author15 articles
Create and manage accounts
Create, import, update, merge or delete account records.
- How do I create an account?Create an account from Accounts, the Dashboard or quick actions, and use Sage Copilot or data import depending on how you prefer to work.
- How to edit or delete accounts?Edit or delete an account from its record and update several records at once from the Accounts List view in the web app.
- How can I merge accounts?Merge two account records with similar information, choose the details you want to keep and combine them into a single account record.
Explore Accounts
View accounts, apply filters and find the records you need.
- How to access accounts?Access Accounts from the web app or mobile app and learn how to switch between the List and Map views.
- How does the account map feature work?View geolocated accounts on the map, organise markers by category and access account information from the web app or mobile app.
- What do the icons featured in the list of accounts on the mobile application mean?
Work from the account's file
Review account's file records, user their widgets and manage related data.
Locations, visits and routes
Geolocate accounts and organise sales visits and routes