...
The activity section is meant as a way to keep track on the interaction points with the Account and be able to quickly reference past conversations, tasks, To-dos, etc.
...
Recent Contacts
Recent Contacts shows all the Contacts that have been linked to the account. Links can be done from the Contact Section.
Recent contacts helps document who the right point of contact, stakeholder, or other contributor is. And may help reference the right person.image
...
From this view, you can make a few actions for the Recent Contacts
Make edits to the fields (e.g: name, email, phone number)
Navigate to the Contact of choice by clicking on the “i” to the right of the name.
Recent Deals
Recent Deals shows all the deals that have been linked to the account. Links can be done from the deal section. If a deal has been attributed to a certain contact. The deal will also be attributed back to the account if the contact is linked to the account.
Recent deals is a way to quickly understand the importance of an account and helps make business decisions. You will be able to see the following:
Name of the deal
Value of the deal
Deal Reporter
Issue linked to the deal
...
From this view, you can make a few actions for the Recent deals
Make edits to the fields (e.
...
g: name, email, phone number)
Navigate to the Contact of choice by clicking on the “i” to the right of the name.
Editing the fields
In the detailed view, you can see all the fields available (native and custom). You can make edits to those fields directly on this page.
...
Create/Hide Columns
Move Columns Around
Edit fields
Delete Accounts
Create new Accounts
Going to the detailed view of an Account
...
Board view
The Board view makes it easier to cluster: Accounts are grouped by Group.
A group is a text variable that can be used as an extra variable to organize your date. This could be used for labeling the source of the Account (lead list, website, event, etc.) , the nature of the projects for the Accounts (R&D, Custom Development, Consulting), and more.
...
Similarly to the Board view, you can
...