An Account’s Profile Page contains multiple areas that will help you manage the account. Activities, Contacts, Deals, and Revenue are accessible from this page.
- To view an Account's Profile, from the menu bar, move your mouse over the lists menu and select Accounts. Then click the account name that you wish to view the Account's Profile
The below represents an example of what a Billing Account would look like. Prospect and Lead accounts contain less information.
Keyword Search - Account Profile overhead,tags, most contacted,matrix locker, revenue, deals, contacts, activities, summary, open deals, next activity,summary, where to see all information about an account