Inspect Account Details

View an account fact sheet, which displays account details.

For e-mail addresses, postal addresses, phone numbers, and Web sites, you can select the field to quickly launch the associated native application.

From the account fact sheet, you can:
  • View account details and contact an account.
    • View the account address on a map.
    • Add the account to the native address book.
    • Call or send an e-mail message to the account.
  • View the account's Web site.
  • View interactions for the account.
  • View relationships for the account.
  • View sales documents associated with the account.
  • Create activities, leads, or opportunities for the account.
  • View account notes.
  • Edit account information.