Welcome to the Oorwin Knowledge Base

Users can share a job with an account contact directly from the...

You can export account records as Excel or CSV files to your...

You can filter accounts using different search criteria such as Name, Type,...

Create an Opportunity from the Account Page: Opportunities can be created directly...

Users can create notes for an account in multiple ways. The method...

Oorwin allows you to create multiple accounts at once using the Excel...

Tasks in Oorwin allow you to assign work to specific modules, track...

Creating job requirement from the account page, which will be tagged to...

Creating Leads: User can create a lead from account page which will...

You can create a folder and add similar accounts to it for...

The Accounts module can hold multiple types of documents related to a...

If you want to add a contact tagged to a particular account,...

If you want to add a contact and tag to a particular...

If you find duplicate accounts in Oorwin, you can merge duplicate accounts...

You can check all the actions that everyone has done on the account as...

If you are any business related differences with a particular account then...

Archive an account to safely store inactive records in the archival tab,...

Follow the below steps to edit and update the account record

The Accounts module in Oorwin is where you manage companies (clients, prospects,...

Approvals is a place where you can configure multiple set of approvals with different...