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Trace screen 2 of 24

New account in Trace

The Trace new account form with a name field, a status that defaults to prospect, a note that whoever creates the account owns it until ownership is handed over on the record, and the create and cancel buttons.
The Trace new account form with a name field, a status that defaults to prospect, a note that whoever creates the account owns it until ownership is handed over on the record, and the create and cancel buttons.

About this screenshot

An account is the company record in Trace that contacts, opportunities and invoices all hang off. Whoever creates an account owns it until ownership is handed over on the record itself. Leaving the status blank creates a prospect.

Trace: customer and revenue records, reconciled against the ledger. Read what Trace does.

Product
Trace
Screen
2 of 24
Dimensions
1460 × 862
File
WebP, 22 KB
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