Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account. The view also contains a map showing the account’s location, plus it alerts you if there’s a lack of account interaction.
Release Notes
[Version 1.0]
The Account 360 view is a summary of entries with the account. It allows you to track the number of completed and planned entries. The view contains a map with the account's location. It also alerts you about a lack of account interaction.
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