04. Modules and Accounts

04. Modules and Accounts

Once your lead has been qualified and converted in the system an account and contact they will appear in each section.


Accounts is the company, and the contact is the person that works for the company.  Accounts cannot be added into the system so there will not be an “add account” button, but you can add a contact to an account, so there will be a add contact button. You can edit both accounts and contacts. Keep in mind when editing contacts and accounts the information that you enter into that module is what we reference if there is any issues.

While you are in accounts and contacts you will notice the bottom there is a section for quotes and deals, these are the quotes and deals that are related to that contact. You will see the same related fields in the account section also.


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