Accounts List

The Accounts list is a detailed list of your accounts. You can access your default Account list by clicking the Accounts tab on the top navigation bar.

The Accounts list shows all active and on hold Accounts by default. To view a different pre-sorted list click the Sort By drop-down button and select a list option. Some of the predefined Accounts list's include:

  • Active Accounts
  • Inactive Accounts
  • On Hold Accounts
  • Deleted Accounts
  • Affiliate Accounts
  • Competitor Accounts
  • Customer Accounts
  • Distributor Accounts
  • Partner Accounts
  • Manufacturer Accounts
  • Partner Accounts
  • Prospect Accounts
  • Reseller Accounts
  • Supplier Accounts
  • Vendor Accounts
  • Other Accounts

 

 

Click an account name to view the account details.

 

If you are viewing a custom view Accounts list, click Edit or Del next to an account name to edit or delete the account.

Click New Account or select Account from the Create New drop-down list in the sidebar to create an account.


Notes

The Accounts List can also be customized, you can do this by creating a new Custom View. Custom View Accounts lists can also be saved to default as your primary Accounts list.