Accounts/How to View a List of Accounts

On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. For example you can create account lists to separate your customers, vendor and partners; to group accounts by sales phases or align accounts by territories. Note: Only a user with an administrator role can create account lists.

When you click on the “Accounts” module tab, a list of accounts is displayed.

1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

2. When the Accounts module opens, all accounts will be listed on the screen.

Note:On-Demand allows you to access multiple Account lists. These lists must be established by the system administrator or by a user who has permission to create lists.