Account management in accessplanit

Length: 24:29

Get to grips with how to manage your customer Accounts with ease and accuracy. In this session, Jack and Stu cover how to get a clear overview of each Account, report on Accounts efficiently, and handle common admin tasks like merging duplicates. They also show how to automate welcome emails for new customers, and quick tips for linking Contacts and capturing account-specific preferences like terms, POs, and assigned Account Managers.

In this session Jack & Stuart cover the following:

  • Capture key contacts & track finance preferences
  • Get an at-a-glance overview of every account
  • Automate welcome emails to new customers
  • Common admin tasks for Accounts
  • Report on Accounts to spot trends & drive action

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