How to See the Lead Score History of an Account
Lead scoring is a way to rank your accounts based on different criteria such as completeness of their information, their...
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Add More Than One Contacts to an Account
Depending on your business, you may need to associate more than one contact to one account. Follow these steps to... -
How to Establish Relations Between Accounts
CRM is about Building relationships and seeing a 360 degree view of your accounts. In Soffront, you can relate two... -
Accounts Overview
Accounts are records where you can store information about the companies that you’re doing business with. Businesses cannot exist without... -
How to Attach Files and Documents to Accounts
To attach files or document to an account, Bring up the account record in detail view. Click the Attachments tab....