Viewing an Aggregated List of Contacts For an Account

The following procedure shows you how to view an aggregated list of contacts for an account.

To view an aggregated list of contacts for an account

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on an account.

3. Click the Contact-Roll-up tab.

   The associated account hierarchy appears on screen. All contacts associated with the account and all of its child accounts appear in the Contacts-Roll-up list.

   In the Contacts-Roll-up list, you can:

   • Drill down on a last name to navigate to the Contacts screen.

   • Drill down on an account name to navigate to the Account screen, then the Contacts view.

   • Drill down on an email address to open a blank email message addressed to the contact who has that address.