Accounts
Everything you need to know to add and manage your customer accounts and contacts
By Ashok and 1 other2 authors15 articles
Accounts vs Contacts
Account & Contact CSV import
Adding accounts to Cloud
Adding a subaccount to an account
Adding site addresses to an account
Setting the primary contact for an account
Managing accounts
Marking an account as tax-exempt
Marking an account as Inactive
Filtering the list of accounts
Exporting accounts from Cloud
Deleting an account from Cloud