Account Portfolio
The Account Portfolio module provides a centralized view of all organizations associated with your sales ecosystem, enabling better relationship management and long-term client tracking.
Each account acts as a parent entity that groups multiple contacts, deals, and interactions under a single organization. This allowing sales teams to manage business relationships at a company level rather than handling individual records in isolation.
🏢 Key Capabilities
Profile Management
Add and manage company profiles with industry, size, location, and business type details.
360° View
Access related contacts, deals, activities, and communication history in one unified view.
- Deal Association: Link multiple deals to a single account to track ongoing and past business.
- Contact Mapping: Associate decision-makers and stakeholders with their respective accounts.
- Activity History: Monitor all calls, meetings, emails, and notes related to the company.
⚙️ Account Workflow
Create Account Profile
Identify and add potential or existing client organizations.
Link Key Contacts
Map the organization's decision-makers into the account.
Associate Deals
Track all current and past sales opportunities linked to the account.
Monitor History
Keep record of all interactions and maintain strong relationship history.