<aside> 💡 National Accounts are optional, informational records that can be used to manage Customers that are related. If an account has a deal to manage their employees moves, they can all be grouped together via a National Account.

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National Accounts 📖

Creating National Accounts

  1. Click Settings in the Global pane to get started

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  2. Click the New button towards the top of the page

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  3. Set the desired fields and click the Save button towards the top of the popup

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<aside> ✅ Record is saved and listed in the National Account grid

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Implementing National Accounts

  1. To select the National Account, navigate to the Customer Details page

  2. Use the National Account picklist to make a selection and click Save towards the top of the page

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  3. The Customer grid can be filtered to view active Customers or grouped by a National Account

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