CRM Account Types

Admin > CRM > CRM Account Types

The CRM Account Types page maintains a list used to identify primary business relationships with accounts. By default, this list includes Client, Competitor, Former Client, Miscellaneous, Partner, Unknown, Vendor. In addition you can flag an account as either a client or vendor or both.

Creating Account Types

1. Select the Admin > CRM > CRM Account Types page.
2. Click New.
3. Enter the following fields in the Account Types header section.
   • Account Type Name
   • Status - Active or InActive
   • Client - Yes or No
   • Vendor - Yes or No