Does a contact have access like a user has access?
By default, a contact does not automatically gain access to the company’s Business App, however, you can easily provide them with access by sending an invitation. Here’s how to do it:
Navigate to the Business App Instance:
Start by going to the company’s profile page that corresponds to the specific Business App instance you want the contact to access.
Access the Contacts Section:
On the company’s profile page, look for the “Contacts” option in the association panel, typically found on the right side of the page.
Locate or Add the Contact:
Search for the contact you wish to grant access to within the contacts list.
If the contact is not listed, click “Add Contact” to associate a new contact with the company.
Send the Invitation:
Once you find or add the contact, check their information card for an “Invite to Business App” button.
If instead, you see a last login date, this indicates that the contact already has access to Business App.
Following these steps will allow you to manage access to the company’s Business App, ensuring that the right contacts have the necessary permissions.
This upcoming integration represents a significant step forward in streamlining your scheduling and CRM activities, allowing for more efficient and automated workflows. Stay tuned for more updates as we approach the end of the year.
Why would I use companies over accounts right now?
In the future, we will integrate most of the account features into the company pages, streamlining the user experience, however, as of now, accounts and companies will serve different purposes:
Accounts: These are mainly used for handling your financial dealings. This covers billing details, product activations, and payment histories. To initiate these processes, you will need to create an account from the company if it has not already been created.
Companies: These are centered on building and maintaining customer relationships. They help you track potential leads and manage ongoing client interactions through the activity timeline.
So, if your role revolves around administrative functions, handling billing issues, and managing orders, opt for Accounts. They provide the necessary tools for effective financial management and operational administration.
If your job is focused on generating new sales, nurturing client relationships, and growing revenue, Companies are more apt. They offer the resources and framework for tracking leads, maintaining client relationships, and boosting sales.
While we are moving towards integrating account features into company pages, currently, the choice between using accounts or companies depends heavily on your specific job functions. Accounts are tailored for financial and administrative tasks, whereas companies are ideal for sales, CRM, and revenue growth activities.