Managing Customers

In This Chapter - Add or Import Customer Information into the CRM, Communicate with Customers thru Email, Manage Customer Acquisition thru the Sales Cycle from "Leads > Potentials > Accounts".

The Agiliron system allows the management of customer accounts (referred to as "Accounts" ) and contacts (associated with customer accounts or not). The goal of this separation is to allow creation of organizational type entities as "Accounts" (with fields like Company Name, Website, and Office Phone/Fax etc.) and specific individuals within these organizations as "Contacts" (with fields like First Name, Last Name, Email address etc.).