Accounts

This is the primary feature you are going to use on TutterflyCRM to work all your client accounts. This feature gives you access to your business collaborators and all the information you have one them. From here, you can also make lists and selections of what you want to view. This allows you to streamline your business and manage activities far more efficiently!

How to Create an Account?

New to TutterflyCRM? Explore the steps involved in managing a record in the ‘Accounts’ module. Find out how to edit, delete and create an Account record.

Learn more

How to Edit an Account?

Find out steps on how to make changes in a pre-existing account.

Learn more

How to Manage a View?

Change default view settings with a click of a few buttons. Apply filters and modify sharing settings.

Learn more

How to View Account Information?

Every ‘Accounts’ section has loads of information stored within it. There are different parameters that can be accessed by following steps mentioned here.

Learn more

How to Work with the Activity Section?

There are lots of ways to stay on top of clients in a travel CRM. Read about all the steps to work with emails, tasks, and call logs.

Learn more

How to Merge Duplicate Accounts?

Got more than one Accounts with the same name? Learn how to consolidate Accounts and remove redundant ones.

Learn more