From CommenceCRM-Help
Revision as of 11:43, 14 September 2012 by Technowrites (talk | contribs)
File:Image004.gifAn account’s contacts are listed as part of that account’s detail information.
- Step-by-Step
- 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