To create and modify accounts, go to the Accounts tab. To add a new account click on the “Add Account” button located on the upper right hand side of the screen.
Once inside the “add account” form, fill in the fields and click on “Create New Account”. Once the account has been created, a notification will confirm that an account has been added.
A list of accounts in our database is shown on the left had side. By clicking on any of the account cards, you can access the Details tab for details of the account and edit account information.
On the bottom of each card there are some quick access icons that allow you to access certain information such as calls, meetings, emails, opportunities, etc...
Within the icons, the number of items they contain will be shown, For example, next to the contacts icon the number of contacts contained in the account will be shown, and so on for the rest of the icons related to the account. If you click on the Call icon, all calls made to that account will be listed, since all calls relating to that account have been recorded regardless of whether contact had been made or not. If you click on one of these calls, detailed call data will be listed. Similar data is available for the other related items.
When you access 'arewedoing for the first time or click on the” View” button on the Map, the geographical location of all accounts currently on screen will be shown.
As mentioned before, the search engine can be used to locate accounts, and if a more precise search is needed, the ”Search Options” button allows us to locate account that meet a more precise criteria.