Applications Administration Guide > References >

Designating an Account as a Reference

You can mark an account as referenceable using the check box in the account record's Reference field. During the reference process, you can set the reference stages.

To designate an account as a reference

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on an account record.
  3. Click the More Info view tab.
  4. In the Account details form, select the Reference check box.
Applications Administration Guide