Viewing Account Interaction History

View the interaction history for the account.

The interaction history for an account includes interaction type for activities, leads, opportunities, the status for each interaction, and the relative time period (past, current, future).

  1. On the home screen, select Accounts.
  2. Select an account to view the account fact sheet.
  3. Near the bottom of the screen, select Interactions.
  4. Select the data view: Period, Status, or Type.
  5. Select the interaction to view its details.