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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpa NewAccount How to Set Up a New Account]
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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/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.


Accounts.jpg


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.


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