Accessing Account Details
From the Accounts page:
Click on any account row to open the detail page
Using search:
Go to the Accounts page
Use the Filter field at the top of the page
Type the address or other account details
Click on the matching account from the filtered results
Account Information Displayed
Left Side:
Contact details (name, phone, address)
Location information
Account owner
Custom fields
Right Side:
Current workflow stage (Workflow system) or account status (Legacy system)
Stage/status history
Custom field values
Audit information (account ID, created date, modified date)
Owner and closer history
Upcoming and past events
Editing an Account
Make changes to any editable field
Click Save (only appears after making changes)
Confirm the update
Note: Required fields depend on the current workflow stage or account status and cannot be left empty.
Other Actions
Schedule - Create a calendar event for this account Delete Account - Permanently remove the account (found in the Danger Zone at the bottom of the page)
Permissions
You need appropriate permissions to edit or delete accounts. If you don't have permission, buttons will be disabled with an explanation tooltip.