CRM accounts are parties

What moves

A CRM account created or edited becomes one party, and CRM keeps the party link and a copy of its name.

Before you start

• CRM in your plan (Contacts & Partners is always included)

Step by step

1. Sales managerCRM & Sales Pipeline

   Creates an account.

   You see:CRM announces it.

2. SystemContacts & Partners

   Matches by tax number, name or e-mail, or creates the party.

   You see:One party exists for the account.

3. Sales managerCRM & Sales Pipeline

   Opens the account.

   You see:It shows the party link.

Related

• CRM & Sales Pipeline
• Contacts & Partners
• CRM contacts appear as people under the party
• CRM deals and leads feed the pipeline report
• CRM quotes are credit-checked and deals see payment
• A qualified lead is handed from a development rep to an account executive
• A won deal reaches delivery, finance and the rep's commission
• Connections between modules