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Summary Here, users are able to search for Accounts to view and edit its details. NOTE: Users are only able to see accounts assigned to them. S...

Opening Account Details There are a variety of ways to open the Account Details of an account. Clicking on the Account Name from the Account list S...

Click on Create New Account seen on the bottom left corner of the Account List. Enter an Account Name and choose the Account Type. NOTE: Only Account ...

Click on the Create Call icon for the Account you wish to create a Call for. Created For All users the logged-in user has visibility to will be include...