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Accounts Overview Video (Web)

Find accounts in the Terros web app, search and filter the list, customize the view, and open an account to review its details and workflow progress.

Written by Hunter Allred

In this video

  • Open Accounts under People & Places and choose a workflow

  • Search and filter the account list

  • Group, sort, and adjust visible columns

  • Open an account to review its details and workflow progress

  • Check filters and access when expected accounts are missing

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