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  • Using Account Types - Getting started

Using Account Types - Getting started

The notion of Account Type is important to enable you to classify your customers according to their level of commitment.

It also needs to be thought of so that you can offer the right services to the right accounts.


After reading this article, you will know the different concepts related to Account Types. 


Let's get you started


1. What are Account Types and what are they used for

2. Configuring Account Types

3. Linking an Account to an Account Type
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