View Accounts

View the complete list of CRM accounts.

When you select Accounts from the Mobile Sales home screen, your CRM accounts appear. From the list screen, you can:
  • Narrow the list results.

    Enter a text string in the Search box. You can further narrow the search parameters by selecting Name, City, or State.

  • Display a list of recently viewed accounts.
  • Select an account to view its fact sheet.
Parent topic: Account Management