In Centra HUB CRM, Account refers to the companies or individuals with which you have business transactions. In the daily B2B scenario, the usage of Account Module in CRM helps to store details of newly acquired customers and already existing customers.
No card required
Enter the name of Account.
Code refers to the code of Account.
Select the type of Account from drop-down list.
Website refers to website details of Account.
Parent Account refers to the main Account under which others Accounts are designed.
Owner refers to user using the CRM.
Enter the contact details of Account.
Enter the Fax details of Account.
Industry refers to industry to which Account belongs.
Refers to address details of Account.
Enter any description to the account for future purpose.
Note: You have Save and New option to save the current Account and automatically load a new page to create a new Account or Cancel to cancel the current Account creation.
To edit the saved Account.
To select the view layout of Account page.
Shows the users having access to that page.
To create a new Account.
To perform various actions.
To view Accounts in list view or split view.
To search saved Account.
To find the Accounts by using filter options.
To edit details regarding the Account.
To delete any Account.
To clone the selected Account and enter the desired details.
To print any Account.
To show complete details of the Account.
To create tags.
Shows all the activities related to the Account.
Shows history of performed actions with reference to Account.