Account Settings

Accounts provide valuable customer information such as the contacts associated to the account and the products purchased by the account. In addition, it also provides the kind of support service offered to the account which helps in prioritizing the requests raised for that account.

The Account Settings consists of the following configurations:

• Industry 

• Product Type 

• Product - Additional Fields

• Product 

• Account - Additional Fields

• Sales - Additional Fields 

• Schedule CSV Import 

• Customer Portal Settings