A CRM consists of client details to store, organize, and manage information about your clients. Table of Contents for CRM: Client Client Groups Co...

This Client section pertains to the client under "Business Account" (client of the business)   Client Onboarding Flow This video explains how t...

Client Groups  Typically family or corporate groups of entities that share common Contacts. Contacts humans with both an email address and mobile phone ...

People are stored as Contacts and can be associated with more than one Client record as Authorised Contacts. Contracts is a humans with both an email addres...

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A list of invitees who have been invited to onboard. How to resend invitation

Prospects - a named entities that may later become clients in the system. Add Prospects You can add a prospect here in the client section or by using...

Before You Begin When importing clients from LodgeiT into Accziom, it’s important to understand the data formats and prepare a clean client dataset. TA...

Before Exporting from LodgeiT to Accziom. For best results, review your client list in LodgeiT before exporting.  Keep the following in mind: Email add...

Archived - Clients no longer relevant i.e. clients that have left the firm and don't require further services. To restore client