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CRM (Basic): Contacts & Accounts

CRM (Basic): Contacts & Accounts
7 Min

What are Contacts and what are Accounts? How do you set up your accounts and make them as convenient as possible? Let’s find out.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

 

Read more

Document

CRM (Basic): Contacts & Accounts

What are Contacts and what are Accounts? How do you set up your accounts and make them as convenient as possible? Let’s find out.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.