Accounts

Maintaining Account and Contact information is central to every On-Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On-Demand user. Then, you may wish to build a database of other information associated with those accounts.

Account: An entity with which you do business or would like to do business.

Contact: An individual associated with an account. One Account can have any number of contacts.

• How to Set Up a New Account

• How to View a List of Accounts

• How to View Account Detail

• How to View a Group of Accounts

• How to Sort Accounts

• How to Delete an Account

• How to View Contacts within an Account

• How to View All Contacts from All Accounts

• How to Add an Additional Contact

• How to Add a Contact without an Account

• How to Set Up a New Team

• How to View a List of Teams

• How to Work With Teams