Accounts
Every Vogueboard CRM Account contains vital company information such as name, address, primary contact and other business information. Connect your designated Accounts to other relevant records for big-picture trends and insight.
Our Accounts module stores names and addresses of customers, prospects, independent sales reps, vendors, business partners, and other organizations. Each Account can be associated with other records such as Opportunities and Contacts. Create accounts individually or upload them as a batch by importing CSV files with contact list.
Major Features
Maintain real-time Account records
Create new Accounts using data cloning
View changelog of each Account for historical reference
Other Features Highlight
Instantly connect to new Vendors
Invite outside Customers to join the Vogueboard Platform for one-source data hub
Manage and share protocols for data exchange with each account such as EDI settings, Web Services, or ERPs
