From CommenceCRM-Help
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| + | An account’s contacts are listed as part of that account’s detail information. | ||
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::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ||
Revision as of 10:09, 25 September 2012
An account’s contacts are listed as part of that account’s detail information.
- 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.
- 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