Clients

Clients
This Client section pertains to the client under "Business Account" (client of the business) Accziom’s powerful CRM is designed to streamlin...
Wed, 2 Apr, 2025 at 11:24 AM
Client Groups
Groups are a great way to link individuals and entities together. Linking helps provide services for several entities but bills all to one client account. F...
Wed, 2 Apr, 2025 at 11:27 AM
Contacts
People are stored as Contacts and can be associated with more than one Client record as Authorised Contacts.  For example, a person may be a director an...
Wed, 2 Apr, 2025 at 11:31 AM
Contacts invited to Accziom
text
Fri, 21 Feb, 2025 at 2:01 PM
Prospects
Add Prospects You can add a prospect here in the client section or by using the Quick Add Function while writing a proposal in the Deals section. We hav...
Wed, 2 Apr, 2025 at 11:32 AM