Account Management

All base information about customers and suppliers (account management) can be stored and searched on here. No limit is set on the number of fields user wish to search on. The search criteria can easily be changed. With Twinfield integration the supplier and customer base data is seamlessly updated in the creditors and debtor ledgers in f.e. Twinfield.

AccountmanagementUK

 

A corporate structure of different companies relating to a given company can be defined and made available to the account managers. Third-parties that are involved with an account can also be registered (Proffered suppliers, competitors, advisors etc.). The team at your company with the roles they play at an account can also be setup. These roles are used within the SalesManager Workflow for determining which user to allocate to an automatic task.

 

 

 

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