Teal CRM Version: v1.0


The Accounts module allows you to manage and view pre-existing accounts that are set up within Teal as well as the ability to create a new Account.

Viewing List of Accounts


The Accounts page shows you a list of all accounts within Teal CRM.

Accounts_List_View.png


You have the ability to check multiple accounts at once to perform a mass update, a name column displaying the name of the account, the city of where the account is located, the type of account, and an actions column.

In the Actions column you have the ability to edit the account record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .

Viewing An Account


To view more information about an account record, simply click on the name of the account that's displayed in blue.


You will then be brought in to the account record page where you can view more information about the account such as their contact information (Phone, E-Mail, Address, Website, etc.), other modules related to that account (Contacts, Tasks, Deals, Notes, Meetings), and an Activity Feed associated with that account to provide you with updates related to that account record.