All the information pertaining to an Account is displayed in the Account details page. The 4 tabs, General, Address, Other and Tags list all information on Account. Account details regarding Notes, History, Contacts, Leads, Deals, Lists, Quotes, Invoices and Activities can be viewed from here. You can also create relationship between Account and Contacts, Deals, Notes, Lists, Quotes, Invoices and Activities from this page.
- The account can be added to your favorites by clicking on .
- The account can be followed by clicking on . By doing so, you will be able to receive all the lead status change and updates in the feeds.
- You can edit the account detail by clicking on the link.
- You can make use of the GoToMeeting app by buying an account in this application and then inputting the account information in ConvergeHub. Please note through the GoToMeeting app, you can easily conduct meetings and conferences.The same rule is also applied in sending SMS and fax through ConvergeHub. You need to set up your account in the respective SMS and fax third party application to make use of these features.
- It displays general information like the Account Name, Industry, Assigned to, Account type, Parent Account, Phone and Email. The comments given in relation to the account can be viewed. New comments can also be added to the account details.
- Multiple addresses of the Account can be viewed from the Address tab.
- In the Other tab, significant information like Annual Revenue, No of employees, SIC code, Ticker symbol, Ownership, Created By, Modified By, Description and Comments is displayed.
- The will take you to the previous page.
- The icon helps you add account-related files/folders to the library or select files from the existing library.
- You can copy, edit or add the account to a list by clicking on the action drop down. Additionally, you can also Generate Agreement from here.
- You can put your Comments on the Comment field and can view Comments of others.
- Information on Account-related Notes, History, Contacts, Leads, Deals, Lists, Quotes, Invoices and Activities can be viewed.
- More data can be added from the CRM database to the existing list.
- New data under Notes, History, Contacts, Leads, Deals, Lists, Quotes, Invoices and Activities can be added.
- There are two types of views i.e. column view and row view . You can select the view depending on your requirement.
You can view all the updates/comments on the Account through the Feed tab.
- You can also share link from the option.
- You can write your own comment in the comment box and share it with other users by clicking on the tab.
- You can further edit or delete the comment as required.
- Like and unlike can be posted on Comments by clicking on the or option.