Accounts

There are 3 types of account in the system:

• Accounts: customers of the organization

• Leads: potential customers who didn't purchase any quote

• Contacts: List of contacts recorded for Accounts.

  • Example

    • For Personal Accounts:

      • Himself / Herself

      • Relatives

      • Spouses

    • For Organization Accounts:

      • CEO

      • Representative

• Target Group: groups of individuals having same criteria. Target group can be used for triggering documents sending for all individuals in the group (email, checklist, etc)

  • Example

    • Group of customers who bought product A

    • Group of male customers

    • Group of female customers

• Checklist: a list of items to be fulfilled. You can send the check list to a specific target group.

  • Example

    • Sending “Insurance Application Checklist” to customers for preparing required documents before submitting Insurance Application.

    • Insurance Application Checklist

      • Application Form

      • Copy of your ID Card

      • etc ….

• Household: groups of customers who are living together under the same roof.

  • Example:

    • Household: 46 Adam street, City A

      • Members:

        • Adam White

        • Jenifer Brown

Open

This is the Accounts main menu, where you can access the Accounts feature: