Accessing Account 360

When an account manager has questions or issues they need to resolve for a key account, they can access detailed information about that account in Account 360. This information enables account managers to easily view and access the information they need to manage the account.

To access Account 360:

1. Search for the account you want to view.

2. Click anywhere on the account record, other than the Primary Contact field.

3. The Account 360 page opens with your selected account. The tab that is displayed by default depends on your assigned role.

4. See Using Account 360 for additional information.