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.
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.
