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Service Autopilot
CRM
V3 Accounts
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