What Are Accounts?
In CRM+ Reloaded, Accounts represent customers that come from BuildOps Core.
All active customers in BuildOps Core will automatically appear in CRM+ Reloaded as Active accounts.
If a sales representative adds a customer directly in CRM+, the customer is initially marked as a Prospect.
A Prospect becomes Active once an Opportunity tied to that customer is marked as Won.
Accessing Accounts
To access the Accounts page:
Go to the Directory menu.
Click on Accounts.
You’ll land on the Accounts table, which lists all existing accounts. From here, you can:
Use filters to narrow down your search.
View key columns such as name, customer type, and location.
Export the list for offline reference.
At the top of the Accounts table, you'll also see credit status filters:
Credit Warning
Credit Risk
Credit Hold
Adding a New Account
To add a new account:
Click the +CREATE ACCOUNT button in the top-right corner.
Fill in the required fields:
General Information (Name, Customer Type, Email, Phone)
Billing Address (including Country, City, ZIP code, etc.)
Click Save.
Note: Customers added in CRM+ Reloaded will start as “Prospect.” A Prospect becomes Active once an Opportunity tied to that customer is marked as Won.
Editing an Existing Account
To edit customer details:
Open the specific account page.
Click the Edit button in the top-right corner of the page.
Make your changes and hit Save.
Deactivating Account
If a customer is still marked as a Prospect, and there is no longer a need to pursue or retain the record, you can choose to deactivate it.
To deactivate a Prospect Account:
Go to the customer's account page.
Click the three-dot menu located at the top right corner, next to the Edit button.
Select Deactivate Customer.
Note: Only customers with a “Prospect” status can be deactivated using this option. Active accounts cannot be deactivated.
Navigating the Account Page
The Account page consists of three main sections:
1. Left Panel (Sidebar)
Displays high-level information:
Billing and Business Address
Number of Properties
Email and Phone
Account Status (Active or Prospect)
Map view of the address
2. Center Panel (Customer Overview)
Shows detailed financial and operational fields like:
Customer Type
Pricebook
Tax Code and Tax Exempt ID
Outstanding and Overdue Balances
Payment Terms
Invoice Preset and Delivery
Sales Notes
Credit Limit
3. Bottom Tabs (Sections)
These tabs allow you to manage and view different aspects of the account:
Section | Description |
Properties | Lists all properties associated with the customer. |
Opportunities | Tracks all sales opportunities linked to the account. You can also create an opportunity from this tab. |
Activity | Logs tasks, emails, and events related to the account. |
Contacts | Displays all customer contacts tied to the account. |
Jobs & Visits | Shows job schedules and visits for the customer. Visibility depends on the BuildOps permission to view jobs. |
Service Agreements | Manages ongoing agreements and recurring services. Visibility depends on the BuildOps permission to view service agreements. |
Projects | Displays project-based work tied to the account. Visibility depends on the BuildOps permission to view projects. |
Accounting | Shows financial transactions like invoices and payments. Visibility depends on the BuildOps permissions to view payments and invoices. |
Attachments | Stores files or documents linked to the customer. |
History | Provides an audit trail of changes and actions taken for the account. |