Account overview (Agent)

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Account Overview

Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects.

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Customize View

Personalize the account detail display with the information that is most important to you, in the way you want to see it.

  • While viewing a customer record, hover your mouse over the Company name to see the settings icon. [Shown Right]
  • You can reorder the groups by clicking and dragging them up or down.
  • You can show or hide the groups by clicking the [ – ] and [ + ] icons.

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Account overview (Agent)

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