Accounts

Consistent account management is a steady foundation for building trust and lasting relationships. This tutorial shows how to structure information about your business clients in EspoCRM.

In this video guide, you’ll find out how to:

• create and use accounts to manage B2B relationships;
• track contacts, opportunities, documents, and cases linked to a specific record;
• view a chronological history of related emails, calls, meetings, and tasks;
• follow Accounts to get notifications about new activity.

Use your account data to manage the B2B sales process with confidence.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)