Accounts
Details about the Accounts tab on the Web App
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.