Accounts/How to View a List of Accounts

From Commence CRM-Help

Revision as of 09:13, 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

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


Image074.jpg

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.