Chapter 4

Managing Accounts

In This Chapter

arrow Understanding the account record

arrow Entering accounts

arrow Organizing account lists

arrow Using the account related lists

arrow Keeping your accounts up to date

Who are your customers? What do you know about them? What are their top compelling business problems? If you have trouble answering any of these questions, pay close attention to this chapter. In this chapter, we discuss how to use Salesforce to manage your accounts.

In Salesforce, an account is a company that you do business with or have done business with previously. Accounts can include all types of companies — customers, prospects, partners, and even competitors. Among the top reasons why companies implement any customer relationship management (CRM) tool is that they need a centralized place where they can store account data, to prevent themselves from searching all over the place for critical customer information. With Salesforce, you can keep all your important account information in one place ...

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