Logo
Submit a request
Sign in
  1. Vendasta Support
  2. Sales & Success Center
  3. Accounts

Accounts

Follow New articles New articles and comments
  • Share your screen with Crankwheel
  • Limit monthly Snapshot Reports per salesperson
  • Account Analytics
  • Account health
  • Create accounts
  • Assign Business Priorities to your accounts
  • Start and manage campaigns
  • Log sales activity from an external email program
  • Sales Activity
  • Recent Activity in Sales & Success Center
  • Log calls, emails, and meetings
  • Account Analytics overview
  • Hot Lead Notification Emails
  • Hotness Rating
  • Editing and Deleting Contacts
  • Archiving Accounts
  • Consult your hot leads
  • The Loop

Can't find what you're looking for?
Let us help you!

Submit a requestTake a courseAsk the community
Vendasta Support