Accounts

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Accounts represent companies you have sold to or may sell to. Account does not convey information about the relationship between your company and the Account. Accounts may be prospects, customers, former customers, and/or partners.

Accounts in MonetizeNow are synced bi-directionally to/from your CRM:

  • Account object in Salesforce
  • Company object in HubSpot

To create a Quote, MonetizeNow requires selection of a single Account to be the recipient of that Quote. Once the Quote is signed, that Account will be attributed revenue from the sale.

Updated 5 months ago