Managing Accounts

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This chapter provides information about the Accounts module of ConcourseSuite. This module enables you to view and store information about customers.

This chapter consists of the following sections:

How Does This Module Help You?
Viewing the Dashboards
Searching for an Account
Viewing Account Details
Importing Accounts
Exporting Accounts
Viewing History
Managing Folders
Viewing Contacts
Managing Action Plans
Adding Activities
Adding Opportunities
Adding Quotes
Viewing Projects
Viewing Service Contracts
Assets
Managing Tickets
Relationships
Document Stores