Docs Airdesk (EN)
  • Airdesk Documentation
  • Before You Start
  • Introduction
  • 💻Interface
    • Overview
      • Navigation
      • Filters
      • Summary
      • Menu (+) and (---)
      • Views
      • Favorites
    • Authentication
      • Reset Password
    • User
      • Add
      • Search
      • Notifications
      • Activity
      • Edit Profile
      • Inbox
    • Dashboards
    • Contacts
      • Accounts
      • Contacts
      • Import
    • Sales
      • Deals
      • Contracts
      • Subscriptions
      • Classification
      • Billing
    • Services
      • Calls
      • Projects
      • Cases
      • Tasks
        • Checklists
      • Time
      • Automation
        • Interface
        • Key Concepts
        • Elements
        • Variables
      • Pipelines
    • Marketing
      • Social Media
      • Email Signature
    • Reports
      • Services
        • Timesheet
        • Tasks
        • Cases
        • Projects
      • Sales
        • Contracts
        • Deals
        • Classification
    • Administration
      • Dashboard
        • General
          • General
          • Exports
        • Companies/Subsidiaries
        • Departments
        • Teams
        • Users
          • Invitations
          • Permissions
        • Widget for website
        • Additional Widget Options
        • Email Inbox
        • Domains and URL's
          • SPF Record
          • DKIM Record
          • Return Path
          • MX Record
      • Deals
        • Account Type
        • Deals
          • Reasons for loss
          • Reasons for cancellation
        • Contracts
          • Types of contract
        • Subscriptions
          • Types of subscription
      • Services
        • Calls
          • Pipeline
          • Reasons for cancellation
        • Projects
          • Project types
          • Reasons for cancellation
        • Cases
          • Reasons for cancellation
        • Tasks
          • Reasons for cancellation
          • Checklist Template
        • Time
          • Types of time
          • Inefficient time ratios
      • Marketing
        • Social Media
          • Schedule of Publications
      • Pipelines
    • Security
  • 🚧Help / Support
    • How to ask for help
    • Changelog
    • Roadmap
    • FAQ
    • API
  • 🔧Resources
    • Docs Portuguese
    • Official website
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  1. Interface
  2. Administration
  3. Deals

Account Type

Creating the type of customer

PreviousDealsNextDeals

Last updated 4 years ago

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Possibility to create different types of accounts (e.g. Customer, Supplier, Partner). When creating customer accounts, you can then select the appropriate customer type.

Use this field to segment and filter by customer type when creating accounts.

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