What is the difference between a Contact and an Account

What is the difference between a Contact and an Account

1. Start with a quick overview of your dashboard.

2. Select the Accounts tab to view company and client records in one place.

3. An Account is the Company you are providing your onboarding service to. They are your client.

4. Click on an account card to dive into details for a specific client.

5. Switch to the Contacts tab to manage everyone linked to this client account.

6. A Contact is your key connection to the account.

7. Review an organised list of client contacts with all their key details.

8. Select a contact to view or edit their profile, ensuring data stays up to date.

9. All the Contact's information is summarised here

10. Access a list of all your contacts

11. Here you see all your Contacts and the Account they are associated with


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