Guide: Business Profile 1

• Accziom Overview

Sign-up Process 2

• Sign-up using QuickBooks
• Sign-up using Xero

Business "Settings" 9

• Settings
• Settings - Account Profile
• Settings - Defaults
• Settings - Payment gateway
• Settings - Accounting apps

View all 9

Home 3

• Home
• Notifications
• In Progress

CRM 7

• CRM
• Client Groups
• Contacts
• Contacts invited to Accziom
• Prospects

View all 7

Briefings 1

• Briefings

Contracts 1

• Contracts

Services 2

• Services
• Modify or Create a Services

Financials 1

• Financials

Partners 2

• The Partner Network
• The Marketplace

Support 1

• Contact Accziom Support