• Home
  • Why AccTRACKER
    • Why AccTRACKER CRM
    • Core Functionality
    • Custom Functionality
    • Reports
    • Benefits
  • About
    • The Team
    • Referral Program
    • Mobile Sign-Up
  • Why CRM
    • Why CRM
    • Why CRM Blog
  • Endorsements
  • Contact Us











new account process - excel downloads



Nov. '16





New Account Process:


Adding individual new accounts has been streamlined. The Profile page now displays in its entirety, allowing for all account info to be input on one page.


Multiple accounts and contacts can still be uploaded through the bulk upload process, which remains unchanged.


Reports Excel Download:


The Excel download from reports has been enhanced. Some additions include: enhanced formatting, company logo display, column highlighting, Excel sorting features, as well as others.



Click to Schedule a Demo or Start a Free Trial more

AccTRACKER CRM: 708 Third Ave. 6th Fl. NY NY 10017





acctrackercrm.com