CRM Account Management
Accounts in the Agent Panel CRM represent businesses, organizations, or service locations. They serve as the parent record that groups related contacts, cases, and activity together.
Account Fields
- Account Name and Number — unique business identifier
- Status — active, inactive, prospect, or other custom statuses
- Industry — categorize accounts by business type
- Address and Website — physical and web presence
- Billing Information — billing-specific details for the account
Contact Associations
Multiple contacts can be linked to an account, each with a designated role such as primary contact, billing contact, or technical contact. This helps agents quickly identify who to reach for specific issues.