How to Manage the Accounts Module
Keep your business relationships organised with CrewDone.
In this video, we’ll guide you through how to manage the Accounts module in CrewDone — your central hub for storing and organising key company information. You’ll learn how to add and update account records, view contact details, link jobs and enquiries, and keep everything neatly in one place. This helps your team stay on the same page, build stronger client relationships, and keep your workflow running smoothly from the very first interaction.
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