Accounts
Add contacts to an account
Applicable Roles All Users can add contacts to an account including setting some of these contacts as favorites. Follow the steps below to add contacts to your account: Click EXECUTE in the menu bar and select Accounts. Select the account you want to ...
View Accounts
Applicable Roles All Accounts store information about customers or individuals you do business with. Your accounts may come from an integrated CRM system, like Salesforce or Hubspot, or may be created natively in Skillibrium. Accounts help you keep ...
Delete an account
Applicable Roles All You can delete a non-integrated account when no opportunities are associated to the account. Integrated accounts can only be modified in the source CRM system (Salesforce, Hubspot, etc). To delete an account, Only account owners ...
Edit an account
Applicable Roles All Skillibrium account owners can update an existing, non-integrated account by editing the accounts details page. Integrated accounts can only be edited in the CRM system (Salesforce, Hubspot, etc). To edit an account, you have two ...
Create an non-integrated account
Accounts represent businesses you are selling to or have sold to in the past. Account records in Skillibrium provide a place to store information about customers or individuals you do business with. Your accounts may come from an integrated CRM ...