All automation in iXpole is based on the sales that have been registered in the platform. To correctly register sales in iXpole, the system has to be correctly configured with different types of data.
One of the data sets to correctly configure in iXpole are all data related to the Accounts.
Correctly configuring and using the Accounts in iXpole is a pre-requisite for a proper use of iXpole. Together with the configuration of the Venue, the Products and their prices as well as the creation and management of Calendar, Accounts configuration is necessary to log any type of Sale in iXpole.
After reading this article, you will be ready to explore the differents aspects of working with Accounts in iXpole.
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To get the most out of iXpole we recommend you thoroughly study each of the following sections: