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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.

Interactive demo — click through at your own pace.

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
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30 guides

Accounts Contacts Leads Opportunity Tracking Data Import Calendar and Activities Stream Email Sync Email Sending Email Templates Documents Using Print to PDF Campaigns Mass Email Web-to-Lead Guide Cases Knowledge Base Reports and Analytics Data Export Users Teams Security Roles Working Time Calendar Organization Meeting Scheduler Configuration Customer Portal Administration Entity Manager Dynamic Logic Configuration Workflow Management Formula Script Business Process Management (BPM)