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      2. CoreTrac Customer Support
      3. Account Management

      Account Management

      Follow New articles New articles and comments

      • Can’t see Referrer’s referral for the account in the Opportunities/Referrals view
      • Troubleshooting Article - Account Import Issues
      • Primary contact not assigned to an account
      • Request New User ID for CoreTrac Support Portal
      • Rebuilding the set of Permissions for an account
      • Getting permissions to qualify referrals and backdating
      • Why do I see "Admin" or "R1" in the Modified By history prompt, if I matched manually an account?
      • How do I contact the Accounts Receivable department?
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