Configuring Account Wizards
Account Wizards guide users through the process of creating a new account record.
Vault CRM offers the following Account Wizards:
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Account Wizards for
Business Admin Users
To configure this feature, ensure Accounts configuration is complete.
The following topics provide you with information to help you understand and configure My Accounts.
End Users
Ensure Accounts configuration is complete to use this functionality.
The following topics provide you with information to help you understand and configure My Accounts.
