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Creating Accounts

Creating business accounts allows you to track individuals that you do business with. Creating accounts in the BCM allows you to take a big-picture approach to managing business information. An account is a company, organization, or other institution that you do business with.

After different company accounts have been entered into the BCM, you can then associate individual business contacts with a particular account. For example, you may have several different employees from a business listed in your business contacts. Associating them with a particular account allows you to better document the interactions that you have with that company and their employees (we discuss associating contacts with an account later in the lesson).


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