Accounts

The Accounts page

OverviewOn the Accounts page in Trella CRM you can create and manage your accounts — the facilities and organizations...
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What is an Account?

Overview Trella Health defines the account as the physical place (street address) where a marketer or liaison may vis...
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Creating "Office of" or "Practice of" Accounts

Overview When users are initially getting started with Trella CRM, the difference between a contact and an account ca...
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Using Parent Accounts

Trella CRM uses Accounts to represent physical facilities that marketers visit, as well as a way to group contacts by...
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Creating an Account

Overview There are two ways to manually add a new account in Trella CRM. Alternatively, you can also create an accoun...
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Account Details

Each accounts contains important information and details to assist a marketer or liaison in building and developing r...
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