- Managing Accounts
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Lesson 1 - Overview: Account Management
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Lesson 2 - Watch It: Viewing Your List of Accounts
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Lesson 3 - Watch It: Reviewing an Account's History - Timeline
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Lesson 4 - Watch It: Reviewing Membership Details
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Lesson 5 - Watch It: Adding, Editing, and Deleting a Household Contact
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Lesson 6 - Watch It: Adding, Editing, and Deleting a Relationship
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Lesson 7 - Watch It: Adding, Editing, and Deleting an Address
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Lesson 8 - Watch It: Adding, Editing, Pinning, and Deleting a Note
- Conclusion
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Review
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Resources
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Goodbye!
Account Management - Sales
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.
Learning Objectives:
- Navigate Account List pages to view historic information.
- Add, edit, and delete account details.