The Accounts following tab displays the Accounts associated with the current entry. In the Accounts following tab for an Contact List entry; all Accounts associated with the entry are displayed. In a Campaign; all Accounts in which the Campaign is assigned to are displayed. Generally; the Accounts are for Contact List entries subscribed to the campaign.
Accounts are displayed in a list based on criteria specified in the status and close date filters. You can select and sort entries like in other lists in Maximizer.
About Accounts
Account management helps you and your colleagues manage your sales processes. Sales prospects may range from single businesses to multiple corporations or governments. Accounts help you define and strengthen your selling methodology.
- You can use accounts to formalize your sales processes.
- Create sales processes—the stages you go through to close a sale.
- Effectively schedule and coordinate the selling process among all members of your sales team.
- Ensure that all the right people in your organization have up-to-date information about the status of your accounts.
- Forecast the probability of successfully closing your accounts.
- View strategies for Accounts.
In short; your sales team can define your sales processes—the stages you go through to close different types of sales—and then apply those sales processes to accounts.