About Accounts

In Salesshaper, an Account refers to the company or organization that you are currently doing business with, or that has potential in doing business with in the future. An account contains basic information like industry, registration number, address and more, as well as contact details and lead generation information.

To access your Salesshaper Accounts, click the icon and select Accounts.

 

Types of Account

Generally, there are two types of Accounts:

• Lead is a company or organization whom you could do potential business with, but yet to buy from you.
• Customer is a company or organization who has bought from you in the past. When a deal is done, the associated lead will be automatically converted to a customer.

 

Filter Accounts

Salesshaper allows you to filter the account list by:

• All Leads and Customers: Display all accounts that are created or assigned to you.
• Leads: Display list of leads only.
• Customers: Display all customers.
• New Customers: List all accounts that are converted from lead to customer during the selected start month to end month of the selected year.
• Existing Customers: List all accounts that have been converted to customer before the selected start month to end month of the selected year.

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