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.
Take a look at the following supporting resources to grow your knowledge even further