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  1. Service Autopilot
  2. CRM
  3. V3 Accounts
  4. The Accounts List Screen

The Accounts List Screen

Information about the screen you see when you go to CRM > Accounts

  • V3: Create Leads and Groups from the Account List
  • 📄 User Guide: Accounts
  • V3 Customize the Accounts List Screen
  • V3 Send a Bulk Email from the Accounts List
  • V3 Activate Accounts
  • V3 Merge Accounts
  • V3 Cancel Account(s)
  • V3 Delete Accounts
  • V3 Export the Accounts List
  • V3 Add an Account
  • 📽️ V3 Add an Account – Video

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