This Client section pertains to the client under "Business Account" (client of the business) Accziom’s powerful CRM is designed to streamlin...

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....

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...

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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...

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...