Account Management

Manage account details. You can search, modify, and view accounts, as well as the activities, leads, and opportunities associated with an account.

• Searching Accounts
  Narrow the results to find a specific account.
• Viewing Accounts
  View existing accounts.
• Creating a New Account
  Create a new account.
• Creating a Lead for an Account
  Create a new lead for an account.
• Creating an Opportunity for an Account
  Create a new opportunity for an account.
• Updating Account Details
  Update account details, such as address, phone numbers, fax number, e-mail, and Web site information.

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Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com