📄️ Accounts Overview
Accounts are the foundation of your customer relationship management in Clearwell. They represent your customers, clients, or any organization you provide services to.
📄️ Creating Accounts
Learn how to create and set up customer accounts in Clearwell.
📄️ Managing Contacts
Contacts are the people you interact with at each account. Clearwell allows multiple contacts per account with different roles and permissions.
📄️ Account Custom Fields
Custom fields allow you to track information specific to your business needs. Add any data points that aren't covered by standard fields.