What Are Accounts?

Accounts are your customers. Accounts can contain one or many contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information depends on the account type and your access rights.

You can view account information either on a Contact or Opportunity Tab, in a list of query results, or on the Account Detail view.

How Do I?

Add an Account

Delete an Account

Edit an Account

Use the Account List View

 

 

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