What Types of Accounts Can I Have in SPP?

The main distinction is between Team accounts and Client accounts. Team accounts can have access to orders, clients and other resources, depending on their role. Client accounts get access to your Client Portal.

Client accounts can have these statuses:

Custom account types

While we don’t support other account types than contact/lead/client, you can use the CRM fields feature to add an “Account type” dropdown to client profiles, or for your internal reference. These fields can also be used in email and template variables.

Updated over a week ago

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