October 2022
Beginner
532 pages
10h 21m
English
Accounts and contacts are the foundation of approaching a Customer Relationship Management (CRM) system. Accounts are typically organizations that you already do business with or organizations that contain opportunities that have been converted from leads and are in the sales cycle. Contacts are people within these organizations that you have already contacted for various purposes, such as sales, marketing, or billing.
The following topics are covered in this chapter:
With the help of these topics, we’ll learn how to create an account and see what an ...