Business Manager Accounts

Accounts Summary
Easy to create and quickly editable individual accounts for all your current or potential clients and suppliers. Every detail known about each one, associated tasks and needs, correspondent notes and documents. Since no information is absent and the time waste is zero, Business Manager serves as backup for all closed deals and it's perfect for managing current ones. Future contacts have their own dedicated space so that every opportunity is met.

• How do I create an account for a Client/Supplier (Potential ones included)?
Click the New Account button from the menu on the top of the page, next to the Business Manager logo. Choose the account type you wish to create and enter the details you know about that partner in the specific fields available. You may upload relevant files related to that client/supplier (potential or current) at the bottom of that page.

• How can I quickly create an account for a Client/Supplier (Potential ones included)?
Go to the Accounts button on your Business Manager toolbar and choose the type of partner account you wish to create. On the right, you will find a Create quick account area where you can create the accounts you want with just three steps. If you want to create a more detailed account, follow the create a full account link or click the new account button next to the Business Manager logo and enter the data you have about your partner in the specific fields available. All accounts can be edited and have further details aggregated at any given time.