View Accounts

View the complete list of CRM accounts.

When you select Accounts from the Mobile Sales home screen, your CRM accounts appear. If you use the trackball to scroll up at the top of the list, the fact sheet displays the total number of items in the list. From the list screen, you can:
  • Narrow the list results.

    Enter a text string in the Find field.

  • Select an account to view its fact sheet.
  • Select an option from the Account list menu:
    • Create a new account.
    • View the account address on a map.
    • Create a new relationship, activity, lead, or opportunity for this account.
    • View recent accounts.
    • View or modify account list options.