What are accounts and the board?

Accounts and the board help teams that also track sales and relationships. Both are in the web app under Sales.

Accounts

An account is an operation with its people and places, for example a farming business with several family members and farms.

1. Open Accounts and select Add account.
2. Link contacts and places to it from their pages, for example with Account (optional) when you add a contact or a place.

The board

The board keeps your team’s work moving one stage at a time.

1. Open Board.
2. Switch the view between Opportunities and Contacts.
3. Use a card’s Move to stage to move it along. Cards also have Open, Change owner and Archive.

Admins can select Create board and use Board settings to set it up.

Good to know

• Opportunities track a deal’s value, whether it is open, won or lost, and its owner.
• The columns of the contacts view are your team’s statuses. Admins change them in Settings, Statuses & categories.