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Accounts

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Overview: Accounts represent the organization that any given opportunity will be proposed to.


Process:

To create or manage an account, navigate to the 'Accounts' dashboard.


From here, an account can be created or managed by clicking either the 'New Account' tile, or the 'Edit' button on an existing account's tile.


From here, details can be entered to register an account, or enable Marketing Assist (for more information, see: Marketing Assist). The information entered about your client here will be used when generating client-facing Proposals.

Note that contact information is not necessary to initially register an account, but is necessary for proposal generation and to utilize Marketing Assist.

Applies to: CloudConnect Partners