Please enable JavaScript to view this site.

EventPro Software User Manual

Select CRM/Sales > CRM > Account List from the Navigation Panel or Menu.

Companies and Contacts will appear in the selection grid.

The commands related to Accounts (New, Close, Print, etc.) appear in the Ribbon above, or you can right-click in the selection grid for the speed menu.

You can use the Grid Filter above the selection grid to view Accounts by different criteria.

You can also look for a Account in the list by Typing in a Column or performing a Full Text Search.

© 2023 EventPro Software, a wholly owned subsidiary of Profit Systems Inc. All Rights Reserved.