Related FAQ's

How to Config Accounts in CRM?

  • On the Context menu go to Customer Account Config.
  • Click on  Account config , you will be redirected to AccountConfig page.
  • In Config page you can see two tabs like "Account type" & "Industry".
  • In "Account type" tab you can add new account type by clicking on "Add New Account Type"
  • In "Industry" tab  you can add new industry by clicking on   "Add New Industry "
  • In this way we can config Accounts.
♥