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Specifying an Account Profile (End User)


Using the Account Profile view, end users can track profile information about an account, including the call frequency, details about the account size, the best times to call on the account, and historical list of all activities at the account. The Account type field in the Account form (at the top of the screen) determines what fields appear in the Account Profile form.

To create an account profile information for an account

  1. Navigate to the Accounts screen > Accounts List view.
  2. In the Accounts list, drill down on an account.
  3. Click the Account Profile view tab.

    NOTE:  The fields that appear in the Account Profile form depend upon which Account Type field in the Account form at the top of the screen. All fields in the Account Profile form are editable.

  4. In the Account Profile form, complete the fields.

    You can track the best times to call on the account in the Best Times list.

  5. In the Best Times list, review, create, or modify best time to call records.
  6. In the Activities list, review or modify records or create general activities for the account.
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