Account Search
Explanation
Use this activity to find leads and accounts and get an overview of
interactions with a specific lead or account. Below are several ways the
Account Search Widget can be used.
- Search for an account or a lead: Use the widget to search for a
specific account or lead.
- Business activities for an account or lead: Click the Activities
icon to see all business activities for a specific account or lead.
Select one record in the list to get a summary of an activity and
navigate to the Details to view the Business Activity
details page.
- Business Opportunities of an account: Click the Opportunities icon
to see all business opportunities for an account. Select one record in
the list to get a summary of the opportunity and navigate to the Details
to view the Business Opportunity details page.
- Sales Quotation of an account: Click the quotation icon to see all
sales quotations for an account. Select one record in the list to get a
quotation summary and navigate to the Details to view the
Sales Quotation details page.
Prerequisites
- Account information should be already included in the system.
System Effects
N/A