Accounts Administration


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

contactmanager edit icon Users can click to edit an item such as a contact, account, etc.

contactmanager arrow upward contactmanager arrow downward Use these to re-order various fields

contactmanager delete icon Allows the user to delete an item

contactmanager details icon Allows user to view the details of contacts, accounts, opportunities, etc.

contactmanager reset icon Allows the user to reset a filter field

contactmanager runrules icon Users can run all the rules by clicking this icon

contactmanager grid calendar Access a calendar for adding dates to events, tasks etc.

contactmanager preview icon 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

    accounts admin