CRM

Core CRM views, tasks and record management.

Actions

Adding and Managing NotesThe Notes feature allows users to document and track important information related to contacts, opportunities, and companies. This guide will walk you through where notes can be…
CRM Notes Association – Link Notes Across Contacts & OpportunitiesKeep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a contact, an opportunity, or…
Efficiently Using Accommador Notes for Managing Contacts, Opportunities and Company RecordsAccommador Notes help teams capture important details, track updates, and keep everyone aligned when working with contacts, opportunities, and company records. This article…
Tasks Across Multiple ObjectsManage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten…

Import / Export

How to Bulk Import Companies Using a CSV FileBulk Import for Companies lets you add or update Company records in Accommador using a CSV file and a guided import wizard. This article explains how the import flow works, how to…

Managing your CRM Views