From CommenceCRM-Help
An account’s contacts are listed as part of that account’s detail information.
- 1. To access the Accounts module, click the Accounts module tab. The ac
- 2. When the Accounts module opens, all accounts will be listed on the screen.
- 3. Click on a listed account name to see more detailed information about that account, including contact in-formation.
- 4. Click on a contact to see more detailed information about that contact