Inspect Account Details

View an account fact sheet, which displays account details.

Your cursor position on the Account fact sheet determines which actions you can perform and the available options on the Account Details menu, for example, you must select the account address before you can view it on a map.

For e-mail addresses, postal addresses, phone numbers, and Web sites, you can highlight the field, then press the trackball to quickly launch the associated native application without having to use the menu.

From the account fact sheet, you can:
  • View account details and contact an account.
    • View the account address on a map.
    • Call or send an e-mail message to the account.
    • Send a text message to the account.
  • View the account's Web site.
  • View interactions for the account.
  • View relationships for the account.
  • Create activities, leads, or opportunities for the account.
  • View account notes.
  • Edit account information.
  • View or modify Account fact sheet display options.
Parent topic: Account Management