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Users are only able to see accounts assigned to them. The initial screen will not load any accounts until a letter has been selected. Accounts will load in...

The default option selected is by Name. This always sorts the results in alphabetical order by Account Name after a beginning letter has been selected. ...

This filter is the top filter in the filter hierarchy. All other account filter results will be based on the account type filter. You can access this filte...

You can access the Account filters menu from the top left section of the Account List. There can be many filterable options to set, although this dep...

Simply tap on the search field to bring up the onscreen keyboard then enter in one or two keywords. The default search is always set to Account Name. If ...

Tap on any account in the list to draw out the actions sidebar. The actions from the sidebar are described below. Notice there are two buttons for each act...

There are three methods to open the Account Details screen of an account. Account Sidebar > Account Details (i) icon on the right most column of t...

Coverage is a set of targets that defines an ideal frequency for a group of accounts to be called upon by the user. It allows you to easily identify account...

Press the plus (+) symbol located on the top the right corner to bring up the New Account form. Type in the Account name. This will be used as its nam...

Summary The Account Screen provides one way to create calls. The Account Screen allows you to create calls quickly once it’s been found. Steps...