Accounts/How to View a List of Accounts

From Commence CRM-Help

Revision as of 08:46, 14 September 2012 by Technowrites (talk | contribs)

File:Image004.gifWhen you click on the “Accounts” module tab, a list of accounts is displayed.


Step-by-Step


  1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
  2. When the Accounts module opens, all accounts will be listed on the screen.

Note: On-Demand allows you to access multiple Account lists. These lists must be established by the system administrator or by a user who has permission to create lists.