Business Account

Account "Sign-up"
NOTE: This section relates to business accounts. For client accounts click here. "Create an Account" from this site -https://app.accziom.com/a...
Wed, 23 Oct, 2024 at 1:07 PM
Getting started guide
NOTE: This section relates to Business accounts. For Client account's click here. Business account is for Australian businesses providing services n...
Tue, 15 Oct, 2024 at 7:10 AM
"Business Account" Interface and Guides
"Business Account"  is for Australian businesses providing services needing contractual arrangements. Below are the interfaces of the "Bu...
Thu, 17 Oct, 2024 at 10:06 AM
Business "Home"
  Home / Business Dashboard The Home page, or business dashboard, is a place where you perform these two main tasks: Sign contracts Mark indivi...
Thu, 17 Oct, 2024 at 1:31 PM
Settings
"Settings" is a navigation that serves as a centralized hub wherein user can customise and manage various aspects of their account.  User can ...
Tue, 15 Oct, 2024 at 7:21 AM
Services and Bundles
Services refer to the various offerings provided by a business. Bundles Bundles can batch services together as a single offering via your Accziom client po...
Thu, 17 Oct, 2024 at 10:07 AM
Clients VS Contact
This Client section pertains to the client under "Business Account" (client of the business) This is a comprehensive overview of all clients a...
Mon, 14 Oct, 2024 at 2:01 PM
Action buttons
The Action button is part of the "Home" tab.  TABLE OF CONTENTS Add Proposal Add Service Add Bundle Add Prospect Add Pr...
Tue, 15 Oct, 2024 at 7:16 AM
Deals and Proposal
Deals and Proposal flow of "Business Account" Deals  Create "Proposal" Signatories of the "Proposal" "Insert ema...
Fri, 18 Oct, 2024 at 12:39 PM
Team & Permissions
Tue, 15 Oct, 2024 at 7:19 AM