Accounts/How to View a List of Accounts

From Commence CRM-Help

Revision as of 09:02, 14 September 2012 by Technowrites (talk | contribs)

File:Image004.gifWhen you click on the “Accounts” module tab, a list of accounts is displayed.


Step-by-Step

Image016.jpg# Go to the Accounts module screen by clicking on the “Accounts” module tab.

Image074.jpg:::# 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.