Details page
-
Account auto numbering
-
All you need to know about the Account Code
-
Business Accounts versus Private accounts
-
Configuring Account Types
-
Configuring an Account: create, edit, remove
-
Configuring Groups
-
Linking an Account to a Group
-
Linking an Account to an Account Type
-
Main account information section
-
The 4 checkboxes in the Main Contact Information section explained: active, prospect, key account, internal
-
The On-demand overview
-
The Opportunities overview
-
The Pre-emption overview
-
The Sales overview
-
Understanding the Account record
-
Using Account Types - Getting started
-
What are Account Types and what are they used for
-
What are Groups and what are they used for