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EventPro Software User Manual

Breadcrumb Trail: EventPro Setup > CRM

Terminology Note: Accounts, Companies & Contacts

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If you have used previous versions of EventPro Software, you will notice a new term in use: "Account".

In a CRM context, an "Account" refers to a Company or Contact.  

In previous versions of EventPro, Contacts (people) had to be linked to a Company.

However, contacts can now exist independently from companies, so the term "Account" refers to any entity with which you interact, whether that is a Company, a Company Contact, or an independent Contact.

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