Accounts
Details about the Accounts tab on the Web App
By Cami and 1 other2 authors6 articles
- Accounts Overview (Web)The Accounts page displays all customer accounts in your system. You can filter, search, and manage accounts from this central location.
- How to Add Account Status History (Web)Account status history allows you to track when an account moved between different statuses (like Lead → Set → Closed) and optionally include notes about why the change was made.
- How to Create an Account (Web)Creating an account captures customer information in your system.
- How to View and Edit Account Details (Web)The account detail page shows all information for a specific account and allows you to make updates.
- Managing Duplicate Accounts (Web)Terros automatically detects potential duplicate accounts at the same location. You can review these duplicates and merge them into a single account.
- How to View Account Workflow History (Web)Workflow history shows a timeline of every action taken on an account — who performed it, when, and what stage the account moved to.