Accounts & contacts
Use CRM Account as the visible customer master in Stoneware.
Environment-aware guidance
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Accounts
Accounts represent customer organisations in the Stoneware sales experience. Underlying platform identities needed for commercial engines remain hidden from normal Stoneware users.
Contacts
Contacts capture people associated with the Account and can be linked through sales context.
Continuity
Keep Account → Contact → Opportunity → Quote → fulfilment → Invoice relationships intact so teams do not re-key customer information.
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