Using the Account tab

The Account tab displays all accounts owned by the selected team. Team members are authorized to access the teams listed on this tab. This tab can be accessed from the Team details page.

Note: Only the users with the Administrator role can access this tab.
  1. Click the Accounts tab to view the records in the Accounts tab.
  2. Click the Load button to load the Accounts to which the team has access.
  3. Review these fields:
    Account Name
    The name of the account.
    Account Manager
    The name of the user who manages the account.
    Type
    The type of the account.
    Created
    The date and time when the account is created.
    Created By
    The name of the user who creates the account.
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