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