View the consolidated list of sales transactions on the Sales Accounts page

An account is associated with other transactions, such as opportunities, lead, asset, sales order, and so on.

Here's how you view the consolidated list of sales transactions of a sales accounts:

1. Go to Navigator > Redwood Sales > Accounts.
2. Search and select an account.

   All the transactions that belong to the selected account such as opportunities, lead, asset, sales order, and so on are displayed.

3. Drill down on the account to view details.