All information about customer companies, partners, that you interact with are stored in the [Accounts] section, up-to-date and easily accessible at any time.
Use the [Accounts] section of bpm’online 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.
Views
The section has several views:
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– displays accounts as a list of records. The list columns are covered in the description of the account page below. -
– displays charts, indicators and ratings that can be used to analyze accounts.
Contents
The [Contacts and structure] tab
The [Attachments and notes] tab
•Finding and merging duplicates
•The [Accounts] section actions
•How to merge several companies into one holding/company group
•How to view the history of a holding/company group activities
See also
•Percentage of profile completion
Video tutorials
