Accounts:
When a lead is converted you can create account, contact and potentially an opportunity.
Accounts are key to building and accessing all your customer-related data.
Accounts are the backbone of information that represent prospective, existing and former customers.Each account stores information, such as name, address and phone numbers.
For each account, you can store related information such as an opportunities, activities, cases, partners, contacts and notes.
You can also sort and filter your accounts using standard and custom list views.
Open Activities : You can track items, such as tasks, events, and emails, in both the open activities and activity history related lists.Open activities related list include all Open Tasks, Open Events.
Activity History related list includes completed tasks, logged phone calls, expired events, logged emails, merged documents.The Notes and Attachments related list contains account related files and file size limit is 5 MB.The contacts related list includes contact information for all contacts associated with the record.The contact roles related list displays contact information for individuals who are not directly linked to an account.
When a lead is converted you can create account, contact and potentially an opportunity.
Accounts are key to building and accessing all your customer-related data.
Accounts are the backbone of information that represent prospective, existing and former customers.Each account stores information, such as name, address and phone numbers.
For each account, you can store related information such as an opportunities, activities, cases, partners, contacts and notes.
You can also sort and filter your accounts using standard and custom list views.
Open Activities : You can track items, such as tasks, events, and emails, in both the open activities and activity history related lists.Open activities related list include all Open Tasks, Open Events.
Activity History related list includes completed tasks, logged phone calls, expired events, logged emails, merged documents.The Notes and Attachments related list contains account related files and file size limit is 5 MB.The contacts related list includes contact information for all contacts associated with the record.The contact roles related list displays contact information for individuals who are not directly linked to an account.
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