Difference between revisions of "Accounts"
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− | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/ | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewAccount 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 a List of Accounts How to View a List of Accounts |
Revision as of 06:11, 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/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
]
- [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Add a Contact without an Account How to Add a Contact without an Account
]
- [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to View a List of Teams How to View a List of Teams
]