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...
Mon, 15 Jul, 2024 at 1:04 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...
Mon, 15 Jul, 2024 at 1:05 PM
"Business Account" Interface and Guides
"Business Account"  is for Australian businesses providing services needing contractual arrangements. Below are the interfaces of the "Bu...
Wed, 17 Jul, 2024 at 12:05 PM
Business Dashboard / Home
  Home / Business Dashboard The Home page, or business dashboard, is a place where you perform these two main tasks: Sign contracts Mark indivi...
Wed, 17 Jul, 2024 at 2:17 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, 23 Jul, 2024 at 11:29 AM
Clients / Contact Dashboard
This Client section pertains to the client under "Business Account" (client of the business) This is a comprehensive overview of all clients a...
Tue, 16 Jul, 2024 at 11:24 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...
Fri, 26 Jul, 2024 at 12:06 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...
Mon, 15 Jul, 2024 at 1:08 PM
Deals
Deals (insert intro) TABLE OF CONTENTS Deals dashboard Create a proposal Deals dashboard Proposal status Actions drop-down Create a prop...
Wed, 17 Jul, 2024 at 8:47 AM