Accounts Administration
Icons
Below are the icons and their respective functions that are used throughout the Accounts Administration section.
Allows the user to access the Configure List Fields screen
Users can click to edit an item such as a contact, account, etc.
Use these to re-order various fields
Allows the user to delete an item
Allows user to view the details of contacts, accounts, opportunities, etc.
Allows the user to reset a filter field
Users can run all the rules by clicking this icon
Access a calendar for adding dates to events, tasks etc.
Allows the user to preview certain items, such as campaigns
Allows the user to search accounts
Cancel or exit
Allows the user to copy or clone an account
Allows the user to save an account or data
Under Accounts Administration you can see the following:
- Click CRM >
Accounts > Admin