All information about the customer companies, partners, contractors or suppliers, that you interact with are stored in the corresponding section, up-to-date and easily accessible at any time.
Use the [Accounts] section of Creatio to keep record of account information, track connections between companies, group companies by various criteria and analyze the relevant statistics. For example, data on the number of employees can be used to estimate the size of the company.
The section has several views:
— list of accounts. displays accounts as a list of records. The list columns are covered in the description of thebelow.
– account analytics displays charts, indicators and ratings that can be used to analyze accounts.