Set up account types

Create account types and decide which relationships use lead phases.

Account types are the foundation of CRM+.

They define how you categorize relationships and whether a relationship uses lead phases.

Common types are:

Go to Settings.

Open CRM or search for Account type.

Open the overview.

Click Add.

Use a unique Code.

Enter a clear Description.

Set an Order number.

Turn lead phases off for existing customers.

Turn lead phases on for leads and prospects.

Optionally set a default value.

Use only the account types you actually need.

This keeps filters and reporting easy to manage.

Can I edit an account type later?

Yes. You can edit account types later.

What happens without lead phases?

The relationship does not use the funnel view.

Can I set a default account type?

Yes. That type is then suggested automatically.

Last updated 3 months ago

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