How to customize things in Accounts.

ACCOUNT STATUSES

You can create or add an Account Status just by filling out the required boxes of information.

This is what it looks like in the mobile app

This is where you can see the Account status you just added in the Management > Customization under Account - Account Statuses' tab.

ACCOUNT DETAILS

From the website app.thed2dcrm.com

This is where you are going to customize Account Details by dragging a certain field from the list below, which is in the left corner of the page, to the right corner where the lead information fields are.

This is what it looks like in the mobile app

This is where you can see from the app all the fields that you dragged to the Account Information Fields, and they are under the Account Details.

ADD SOLD DEAL

From the website app.thed2dcrm.com (ADD SOLD DEAL)

This is where you are going to customize Add Sold Deal by dragging a certain field from the list below, which is in the left corner of the page, to the right corner, where the account information fields are. Make sure to have a Sales Rep, the Account Status, and the Contact Price required.

From the app (CREATE ACCOUNT)

This is where you can see from the app all the fields that you dragged to the account Information Fields, and they are under Create Account.