View Account Details

Here's how to see account details using the Accounts list.

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

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

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

3. To view the related items for the selected account, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the account. For more information, see Change Contact Information for an Account.

   • Opportunities. Shows the opportunity information for the account. For more information, see Change Opportunity Information for an Account.

   • Addresses. Shows the address information for the account. For more information, see Change Address Information for an Account.

   • Activities. Shows the activity information for the account. For more information, see Change Activity Information for an Account.

   • Account Team. Shows the account team information for the account. For more information, see Change Account Team Information for an Account.