Each account has four tabs in which you can provide more context about your account:

  • Account details: Fill in all the fields that define your account. You can change the responsible account manager and the name of the account.

  • Contacts: Add all the contact information from your contacts from one partner here.

  • Strategy: rate your partner in several criteria + define a general vision and a SWOT-analysis

  • Attachments: Access and upload your attachments linked to a partner

You can consult the details in 2 ways: by clicking on the three dots on the right or by clicking on the account name. See our tutorial to learn more:

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