View and manage accounts

View and manage all information related to an account in one place.
Written by Upscale
Updated 10 months ago

Get all account information that counts in one place. You can view this by clicking on any account from the Accounts section. Check any of the following information:

About - View basic information relating to contact details, owner, tags of the account. 

Prospects - View all prospects assigned to the account.

Tasks - Take a detailed look at all active tasks and the due dates of the account.

Activity - Learn about all past and current activity that has or is taking place with the account. 

Sequences - Take a look at the sequence assigned to the particular account.

Calls - Check out the call conversations with the account to get useful information. 

Notes - Make any additional notes for future reference.

You can manage and edit any information by simply editing the information and clicking on Save.

Related Articles

  1. Edit account information
  2. Remove prospect from account
  3. Transfer account ownership
Did this answer your question?