RapidStart CRM – Accounts

One of the core items that you and your users will create and track in RapidStart CRM are the Accounts you work with. These could be your customers, vendors, partners… any kind of business entity really.

Account List View

The List View of Accounts will open, which looks similar to a spreadsheet.
(1) To get to Accounts, in the Sidebar, click on “Accounts”.
(2) There are a few different view filters available with RapidStart CRM, and you can select between them. In addition, you can set one as your default.
(3) The Ribbon, contains various Actions that you can take with regard to Accounts from the list view, like adding new ones for example. If you select one or more Accounts, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Accounts.
(4) To open a particular Account’s record, you can click on the Account name.
(5) To create a new account record, click + New Account.

Account Record Form

The Main Account Record form will probably be one of two primary starting points for work you do in RapidStart CRM, the other one being Contacts.
(1) In the Ribbon, you will see actions you can take on this particular record, like assigning it to someone else for example.
(2) Most record forms in RapidStart¬†CRM have “Tabs” to move between other parts of the particular record form. On the Account record, there are tabs for Summary, Addresses, Details, Timeline History, Opportunities, and Cases.
(3) Unique to RapidStart¬†CRM are our “Quick Steps” buttons for “one-click” new record creation.
(4) Also unique to RapidStart¬†CRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic in the sidebar under Other Features.