Viewing Agreement Information for an Account

Complete the following procedure to view the agreement information for an account.

To view the agreement information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap the down arrow next to Agreements in the main pane.

   All the agreements associated with the account appear in the main pane.