🏷️ Account Type

To access Account Type:
➡️ Go to Settings → System Configuration → Account Type from the Top Bar.

note

An Account Type categorizes a business relationship, such as Customer, Prospect, Partner, or Vendor, helping teams manage interactions and strategies effectively.

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📋 Fields

Name

Defines the title or label of the account type.

Active / Archive (Toggle)

A switch to mark an account type as:

• Active → currently in use
• Archived → inactive or no longer needed

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⚡ Actions

💾Save

Save – Click Save to store the entry after completing the details.

🗑️Delete

Delete – Click the Delete icon in the action column to remove a saved entry.

Managing Account Type Configuration