Accounts
(Clients, Svc. Providers & Vendors)
The Accounts feature is critical for identifying and grouping all external business relationships that support your company's value chain. Typically, these include core groups such as clients and service providers, but may also extend to non-profit organizations and governmental collaborations. By categorizing these relationships, you can streamline interactions, ensure better service delivery, and maintain a clear overview of how each external partner contributes to your business operations.
Client & Vendor Management
1-minute explainer video
Step-by-Step
1. Click on the Accounts Widget
2. Click here to add new account
3. Click here to upload account logo
4. Click here to add name
5. Click here to add country & city
6. Save
Tip: Congratulations! You have finished the exercise