Formitize CRM

Lesson 5.4 Lesson 5.6

5.5 Accounts Module

Accounts Module

The Accounts Module tracks the list and status of all Leads, Quotes, Invoices and Payments

Search and View all accounts related information
Leads > Quotes > Invoices > Payments
Fully integrated into Xero for incredible visibility and real-time updated
Create automated, customized new Lead responses and follow ups
Create automated, customized Quote follow ups
Create automated, customized Outstanding Invoice follow ups

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