Find out how to manage and geolocate your accounts
- 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
- Geolocating accounts
- 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?