Concursive ConcourseSuite CRM Help - Accounts Module

Accounts Module

What is the Accounts Module?

The Accounts Module is used to track revenue generating customers. The Account itself contains the Contacts, Opportunities, Projects, and/or Tickets that are associated with a stream of revenue. The account is the last stage of the sales pipeline and first stage of the service and growth pipeline. Organizing all account related data to one unified area is an easy way to service and support each account.