3. Accounts

What is the importance of Accounts?

Accounts is an Object where the contact details of individuals, organizations, companies, customers, vendors, competitors, partners, etc will be stored.

You can save the accounts view for future reference and select it from the dropdown menu

The saved accounts can be edited from the Edit button and you can make necessary changes needed before saving the same.

There are four steps involved to edit accounts view and they are

1. Enter View Name
2. Specify Filter Criteria
3. Select Fields to Display
4. Restrict Visibility

The Delete button helps you to delete the view one which you are currently viewing, on clicking the Delete Button a warning message pops up and to delete the view you just need to click on YES in the popup message




Create New View is similar to the Edit View which allows you to create a new view. The screen is very similar to the Edit View screen

To create a new Account click on New Account

A new page will be opened and you need to select a appropriate description for the account which you are about to create from the Dropdown menu and then click on Continue button

On pressing on the Continue Button a new page appears and you need to enter the appropriate data of in the new record and Save it by clicking on the Save button.