You can add a new Account from the Accounts tab. The Account object allows your firm to collect information about the companies your firm does business and interacts with. The Account record is supported by other records (matters, contacts, activities, etc.) that collectively give your firm a 360° view of your clients. From this vantage point, you can easily view from the top, and if you need to, you can easily drill into the details. Each Matter can have one Primary Account and several participant Accounts.
How do I create an Account?
Updated on
0 Comments
Add your comment