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Account Types

ver. 1.0

 

The account type is important because you can use it to add filters when viewing Accounts.

When setting-up the account for the first time you will see this field on the "Basic Tab".

Account_Type_01.png

Click on the drop down and select the appropriate type.

Account_Type_02.png

a)  Normal – normal business requirements or rules apply, this can be defined internally by your company
b)  Strategic – special partnerships or business rules apply, this can be defined internally by your company
c)  Archived – label for accounts that are retired without necessarily deleting from the system

 

The Account Type can be edited anytime.

 

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