From CommenceCRM-Help
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| − | ::::::::1. | + | ::::::::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. | ::::::::2. When the Accounts module opens, all accounts will be listed on the screen. | ||
Revision as of 17:21, 15 November 2012
An account’s contacts are listed as part of that account’s detail information.
- 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