Account Management

Account Details - Activity
The Activity page provides a detailed activity summary for the account. Terms Description Account Last Seen The last date when any user of this ac...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - Workflows
You can start new lifecycle workflows or manage active lifecycle workflows for an account through this page.  To deploy a workflow to an account, click &q...
Mon, 14 Oct, 2019 at 12:39 PM
Account Details - Tasks
The Tasks page lists all the tasks that are associated with this account with task type, tasks status, due dates tasks age. You can filter to view only open...
Mon, 14 Oct, 2019 at 12:39 PM
Add Account Interactions
In this article: Record an Interaction Edit an Interaction Search an Interaction The interaction history of an account helps you keep track...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - Financials
The Financials page shows the history and trend of all financial activities related to this account. Revenue This section summarizes basic financial ...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - Support
The Support page allows you to view all the support tickets created for this account and track the trends of key support metrics. Support tickets can either...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - Metrics
The Metrics page allows you to create and save charts to monitor key metrics trend for each individual account using any available account metrics. You can ...
Mon, 14 Oct, 2019 at 12:39 PM
Add Account Tasks
Tasks help you track customer action items and to-dos in a structured and organized way, so that you can easily review task status and details, and successf...
Mon, 14 Oct, 2019 at 12:39 PM
Account Details - Contacts & Users
In this article: CRM Contacts Product Users Edit User Details Direct Emails to Individual Users The Contacts & Users page contains a...
Mon, 14 Oct, 2019 at 12:39 PM
Account Details - Documents
The Documents page allows you to upload/link files or documents relevant to the current account. Whether it is a QBR deck about this account, or special p...
Fri, 4 Oct, 2019 at 7:21 PM