An account in SugarCRM is a client, supplier or associate and can have multiple contacts, opportunities, emails, tasks etc. By accessing an account's page, we are able to get all the related information in one page.
- Share Accounts data across the company.
- Control access using user and group permissions
- Create and update customer profile.
- All the key account information in one page
- Advanced search matching and selection based on one or more parameters
- Import of customer data and export structured data to spread sheet format