Account Screen (VoIP Agent)

customertrax 1. Handle CRM 1.0, x. Uncategorized


Account Overview

Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects.

Customize View

Personalize the account detail display with the information that is most important to you, in the way you want to see it.

  • While viewing a customer record, hover your mouse over the Company name to see the settings icon. [Shown Right]
  • You can reorder the groups by clicking and dragging them up or down.
  • You can show or hide the groups by clicking the [ – ] and [ + ] icons.


customertraxAccount Screen (VoIP Agent)