Difference between revisions of "Accounts"
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewAccount How to Set Up a New Account] | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewAccount How to Set Up a New Account] | ||
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/ | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts How to View a List of Accounts] |
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| + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail] | ||
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaGroupofAccounts How to View a Group of Accounts] |
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| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSortAccounts How to Sort Accounts] |
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| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account] |
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewContactswithinanAccount How to View Contacts within an Account] |
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View Contacts | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts] |
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact] |
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Add | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddaContactwithoutanAccount How to Add a Contact without an Account] |
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| + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team] | ||
| − | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/ | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams |
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Revision as of 06:19, 14 September 2012
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.
- [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams
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