Viewing Accounts

View existing accounts.

On the home screen, select Accounts.

To	Do this
View the account fact sheet, which displays account details	Select the account.
View accounts that contain a specific text string	Enter the text string.

Viewing Relationships for an Account
View the contacts who have a relationship with an account.
Viewing Activities for an Account
View the activities associated with an account.
Viewing Leads for an Account
View leads for an account.
Viewing Opportunities for an Account
View opportunities for an account.
Viewing Account Interaction History
View the interaction history for the account.
Viewing the Account Web Page
Launch the Web page associated with the account.
Calling the Account Phone Number
Call the account from within the Account details screen.
E-mailing an Account
E-mail an account from the Account details screen.

Parent topic: Account Management