Name

Description

Account Ratings

Create and manage ratings that can be added to accounts to help organize and group them.

Payment Terms

Create and manage the Payment Terms that are linked to accounts. These are used on the invoices created for the specific account.

Regions

Create and manage the regions that are linked to the Accounts. They are linked to items related the Account (Opportunities, Jobs) and can be used on reports as grouping and filtering options.

Import Accounts

Import Accounts from a CSV file. Instructions and a sample file are provided on the page.