Salesforce Reference Guide Version 7.0

Accounts

Account overview This tab shows all accounts in your name and ADI . You will have a drop down list view, in which you can toggle through your accounts such as: Active RMR , hotels and other verticals , and recently viewed, etc. Within this tab you will see a detailed overview of an account’s information such as address, phone number, status, and account number. From here, you can click on each account to see full details.

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