Accounts

Accounts are customers or organizations.

Before you can take advantage of the Airdesk, the first step is to create accounts and them the contacts. You can create them as new contacts appear, but we suggest that, if you already have them, you create them before inviting other members of the company.

How to create an account

Click on the top right corner in "Contacts" and select "Accounts" in the menu.

360° view

With the 360 View you can see all activity originating from each account, business, project or case in a single place. This view ensures that all records associated with the principal will be listed and easily accessed.

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