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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

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

Trace is 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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