账户 — Help Center

1 分钟读取更新 September 2, 2026

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在本节中

What an Account Record HoldsSee Leads, Opportunities and Accounts first — this article assumes you already know an Account is the commerce-side customer/company record a Lead links to. This one covers what's actually on the record, and a real…How to Browse and Search AccountsFind an existing account and open its record. Steps 1. In the left sidebar, click Accounts (lands on the Accounts tab of the Account Browser — see What's on an Account record? for why this nav item is gated the way it…How to Create an AccountCreate a new commerce Account, either standalone or pre-filled from an existing Lead. Steps 1. From the Account Browser, click New Account — or from a Lead's detail page, use Assign Account → Create New Account (this…How to Delete an AccountNote: despite the label, "Delete" doesn't erase the account. It flips the account's isActive flag to false — the same underlying mechanism a duplicate-account merge uses on the losing account. The record and its history…How to Edit an Account's DetailsUpdate an account's company name, currency, marketing consent, or tax-exempt flag. Before you start Open the account you want to edit — see How to Browse and Search Accounts Steps 1. On the account's page (any tab),…How to Manage Documents on an AccountScope note: this tab is built for the mortgage vertical — it tracks per-loan document requirements for the account's borrowers. On an account with no mortgage Application, it's simply empty; there's no general-purpose…How to Manage the People on an AccountNote: this is the account's own Members tab (who's attached to this specific account), not the /account page's separate Members/Team Members tabs, which manage your organization's staff roster instead — see What's on an…How to Merge Duplicate AccountsFold a duplicate account into the account it's a duplicate of, moving its leads, orders, documents, and members onto the survivor. Before you start The Merge Accounts right (Merge Accounts), or god-mode access. Without…How to View an Account's Notes and HistoryNote: there is no way to add a note directly on an account. Notes live on the account's orders, and this tab only displays them — an informational banner on the tab says so. To add a note, do it from the relevant order.…How to View an Account's Leads, Quotes and OrdersNote: the Leads tab's Associate Lead button is a stub — clicking it just shows an "Associate Lead (coming soon)" notice and does nothing else. To connect a Lead to this account, do it from the Lead's side — see How to…

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铅

线索是可能从你那里买到的本节所有内容都是为了让一个进入卡莫CRM,操作它,并且知道它的位置. 如果你是新来的就从这里开始先读铅,机会和账. 这三个词在对话中被互换使用,在产品中意味着三个不同的事物,而大多数与CRM的混淆都追溯到这个区别. 然后是铅状态对子状态,这解释了铅状态如何被实际跟踪. CRM中没有单独的"管线"对象——状态是管线. 每天工作时间如何创建铅——手取一. 如何编辑铅的信息以及如何改变铅的状况——保持其流畅.…

自定义窗体

定制表格是一系列附加于市场的附加问题,当有人在其中创建了线索时被问到. 太阳线索需要车顶年龄;保险线索需要车辆详细信息;标准线索记录上也无此规定. 你会在这里找到的自定义表解——一个表解是如何从堆栈和字段中构建出来的,而一个字段标识符必须遵循的规则. 如何设置自定义表格——建一. 如何编辑或删除自定义表格——同时注意:删除是永久的,没有归档. 第一次调整结构在构建前读取概念文章. 一种形式是一组堆栈,每个堆栈都持有字段.…

自动接收铅

接收端点是您给主要供应商的私人网络地址。当他们有了新的线索时,他们就会把它送到那个地址,它出现在KamoCRM中——没有电子表格,没有导入,也没有延迟. 这是导入铅的自动对应器。同一目的地,中间没有人类. 你会在这里找到的铅接入端点解释——终点是什么,在开始接受线索之前,它穿过两个州. 如何创建铅接取端点——生成地址上交. 如何映射取入端点球场——告诉KamoCRM 供应商数据中的哪个球场是电话号码,也就是名字等.…

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账户

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铅

自定义窗体

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