View and manage accounts

View and manage all information related to an account in one place.
Written by Upscale
Updated 1 year 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.

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