User Guide › Market
Overview
Market provides a central view of business relationships used in sales, procurement, and project activity. It brings together Market records with related accounts, Clients, Principals, and Projects.
Sales representatives and sales managers use this area to review customer and principal relationships. Purchasing officers and project managers can use the related records to understand the organisations connected to supply and project work.
Market records can include identity and address information, such as Display name, Full name, Destination Title, Country, State, City, and Street.
What you can do here
- Select Accounts to work with account records associated with the Market area.
- Select Clients to view client records.
- Select Principals to view principal records.
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