Learn how to use the Agents Teamwork software for creating a new business account and add it in the database of potential customers.
Business account is any company of our interest such as farmer, manufacturer, distributor, importer/exporter. Browse all business accounts in database. You may edit an account by clicking on the Edit button in each row or create a new one from the corresponding tab below.
- Keep in mind, if you know the name of a contact working for this business account it’s better to create that contact first. The system will automatically create the business account record as well. In such a way, you are more productive although you may need to update the business account record with additional information at a later stage.