Add an account

demowho and where

Not a feature. Sign-in decides both of these; until then, this does.

Demo map
Customer success

Add an account

A customer somebody is answerable for

The account

An account is a customer with a name against it. The owner is the person who rings when the schedule slips, and the renewal date is what puts it on the calendar.

Sharma Traders is already on the book.

Who answers for it.

How you describe this kind of customer to each other.

What they bill in a year, as entered. Left empty it stays unknown rather than zero.

When the contract or rate agreement ends.

It opens with no drivers, so it carries no health score until somebody scores the first review. The page will say so rather than showing a zero.

Cancel

Added by Datta, and the record will say so.