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Accounts
Maintaining an account
Using notebook for an account
Using notebook for an account
You can use notebook to provide notes that are related to an account.
Side TOC
Side TOC
Accounts
Creating a new account
Maintaining an account
Adding business number information
Adding communication information
Adding address information
Deleting an entry in communication and address
Adding contact information for an account
Using notebook for an account
Adding interest codes
Removing interest codes
Adding competitor relationship
Removing competitor relationship
Adding object relationship
Removing object relationship
Account history
Territory
Checklist account
Business chain
Adding a line of business
Removing a line of business
Adding an agreement
Removing an agreement
Account user defined fields
Account extended fields
Adding an account-to-account relationship
Removing an account-to-account relationship
Updating activity or sales budget
Deleting an account