Accounts

Accounts

Accounts

The accounts area lists your accounts/customers, people/companies you are actually doing business with. The section properties are setup to list records who's customer type is set to "Customer". Typically, web forms that are submitted at the web site set the account customer type to "Lead" and these leads are listed in the "Leads" section.

When you edit an account by clicking the pencil icon, you can view/change the accounts customer type by select a new option: