Accounts/How to View Contacts within an Account

From Commence CRM-Help

Revision as of 17:21, 15 November 2012 by J.collier (talk | contribs)

An account’s contacts are listed as part of that account’s detail information.


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1. To access the Accounts module, click the Accounts module tab. The ac
2. When the Accounts module opens, all accounts will be listed on the screen.
3. Click on a listed account name to see more detailed information about that account, including contact in-formation.
4. Click on a contact to see more detailed information about that contact