Whether your customers are businesses or individuals, you can organize your data in an account. Accounts come with default fields including address, description, number of employees, annual revenue, industry /vertical, or you can create your own custom fields that are unique such as customer IDs, length of relationship or more.
Account list customization allows you to set up a customizable view to access and manage your accounts. Arrange the most important column fields that you want to see at first glance. This enhancement is available to all Plus + customers.
Log in to try it for yourself or sign up for a free 14-day trial today!