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How to Manage Your Account Records

by Brandon Kim

This video tutorial discusses how to manage and navigate through the Account entity within OroCRM. It breaks down what information can be found in the various sections of the Account view:

– Page Header
– General Information
– Activity Section
– Additional Information
– Channels

You can find more video tutorials at https://www.orocrm.com/media-library

Account, Account Records, CRM, Customer relationship management, Oro Inc, OroCRM

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