Account Management

• Training - Accounts Overview
• Creating New and Maintaining Existing Accounts
• Customizing the Account Detail Window
• Add a New Client Account
• Entering Additional (Client) Information
• Look Up an Account
• Edit Account Information
• Deleting a Client Account
• Add Notes to an Account
• Adding a Consignor Contract to an Account
• Attaching a Consignor Contract to an Account
• Viewing a Consignor Contract From an Account
• Email A Consignor Contract From An Account

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Training - Accounts Overview