The Accounts module in Oorwin is where you manage companies (clients, prospects, or vendors) and track everything related to your business relationship with them.
Provides a consolidated view of all communication, job submissions, placements, notes, and activities related to that company.
To create a new account record in the Accounts module follow the Instructions below:
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- Log in to your Oorwin account.
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- From the left-hand menu, go to the General section and select Accounts.
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- On the Accounts page, click the “Add Account” button located at the top right corner.
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- Complete all the required fields, such as Account Name, Type, Phone number, etc.
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- Once filled, click the “Save” button at the bottom.
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- Your new account will then be created and appear in the Accounts list.
