6.4. Accounts Administration

6.4.1. Icons

Below are the icons and their respective functions that are used throughout the Accounts Administration section.

Allows the user to access the Configure List Fields screen

Users can click to edit an item such as a contact, account, etc.

Use these to re-order various fields

Users can delete an item whenever this icon is shown

Allows users to view the details of contacts, accounts, opportunities, etc.

Allows user to reset a filter field

Users can run all the rules by clicking this icon

Access a calendar for inputting dates

Allows the user to preview certain items, such as campaigns

Allows the user to search accounts

Cancel or exit

Allows user to copy or clone an account

Allows user to save an account or data

Under Accounts Administration you can see the following:

Click CRM > Accounts > Admin