What Are Accounts?
Accounts are your customers. Account can contain one or many contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information depends on the account type and your access rights.
You can view account information either on a Contact or Opportunity Tab, in a list of query results on the Account List view, or on the Account Detail view.
Here are some of the features that are available to help you manage your accounts:
- Create groups to work with a subset of accounts. You can create groups based on specific sets of conditions, or by individually choosing accounts.
- Use the Associations Tab to create or note relationships between accounts.
