Accounts

Maintaining Account and Contact information is central to every On-Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On-Demand user. Then, you may wish to build a database of other information associated with those accounts.

Account: An entity with which you do business or would like to do business.

Contact: An individual associated with an account. One Account can have any number of contacts.

• NewAccount How to Set Up a New Account

• [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View a List of Accounts How to View a List of Accounts

]

• [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View Account Detail How to View Account Detail

]

• [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View a Group of Accounts How to View a Group of Accounts

]

• to Sort Accounts How to Sort Accounts

• to Delete an Account How to Delete an Account

• to View Contacts within an Account How to View Contacts within an Account

• to View All Contacts from All Accounts How to View All Contacts from All Accounts

• to Add an Additional Contact How to Add an Additional Contact

• [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Add a Contact without an Account How to Add a Contact without an Account

]

• to Set Up a New Team How to Set Up a New Team

• [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View a List of Teams How to View a List of Teams

]

• Accounts

• Accounts

• Accounts

• Accounts