Categories: APIs (1) Accounts (12) Administration (13) Billing (3) Calendar (9) Contacts (6) Documents (3) Email Campaign (9) Emails (17) Form Builder (12) General (19) Knowledge Base (4) Leads (15) Opportunities (4) Pre-sale (1) Preference (6) Products (5) Quotes (5) Report (1) Round Robin (1) SMS Texting (2) Social Intranet (3) Support Cases (4) Training (2) Vendors (6) Web Resources (1) Website (2) Most Popular Questions How to export contact list from Salesforce? List of Local Listing Directories How to download Google Sync to Blackberry? How to delete a field in a form? How do I export my Leads to Outlook? Most Recently Viewed How to update company information? How to create a Note for an Account? How to customize Lead Module? How to customize Opportunity Module? How to add my Knowledge Base to my website? Most Recently Added How to create a sales rep code? How to create Google App Password? How to add/edit Industry List? How to add/edit Source List? How do I get an Item Transaction Report	Category: Accounts   How Do I Create A New Account? (KB10000005) 1. Click Create "ACCOUNTS". 2. Fill in the form with the customer information. 3. Click SAVE or SAVE AND NEW. SAVE will simply save the account. SAVE AND NEW will save the account and open up another fo ...   How Do I Delete An Account? (KB10000007) 1. Click on ACCOUNTS from the top tabs and click Account Browser. 2. Search for the account you wish to delete, you may use the filters. 3. Hint: You may also search for your account through the Search Box on the ...   How To Upload A Document For An Account? (KB10000015) 1. Search for the account you wish to add the document to. 2. Click through to the Accounts Details Page. 3. Click on the sub-tab "DOCUMENTS". 4. Click Browse or Choose File button to locate file. 5. Lo ...   How Do I Search For An Account? (KB10000027) There are a couple of ways to search for an account. Search Box: 1. Locate the search box on the left pane, right above the calendar. 2. Type partially the company name, first name, last name, email, or phon ...   How To Add, Delete And Modify A Payment Terms For Accounts? (KB10000037) To add, delete, or modify payment terms for accounts: 1. Log in as an administrator* 2. Click the Setting Tabs and then Preferences. 3. Click Account on the left panel. 4. Type the name for your term unde ...   How To Edit An Account? (KB10000042) 1. Click the Account tab and Account browser on the top. 2. Locate the account you wish to edit. You can use the filter to help you search. 3. Click the company or the contact name to view the Account Detail ...   How To Create A Follow-up Activity For An Account? (KB10000049) 1. Search for your Account and go into the account's detail page. 2. Locate the "Follow Up Box" on the right as show here. 3. Enter your new activity or reminder action in the "Follow-up Action" box. 4. Sele ...   How To Create A Note For An Account? (KB10000066) 1. Search for your Account through the search field on the left, or by clicking the Account tab and Account browser on the top and locate your account. 2. Click the Account company name or contact name to go into ...   How Do I Export My Accounts To Excel Or Csv File? (KB10000110) 1. Click Accounts from the tabs above to access your Accounts Browser 2. Select from the drop down next to "EXPORT AS" and choose your format to export. 3. Click "EXPORT AS" to download the list to your com ...   How Do I Import A List Of Accounts? (KB10000112) You can import your list of Accounts from a CSV or Comma Delimited file. 1. Make sure that your list of Accounts has been saved as a CSV or Comma Delimited file format. If not, open in Excel, click File, then ...   How To Add/edit Source List? (KB10000175) 1- Go to Settings> Preference and select Account module 2- Add or Edit the Source List. 3- Click Update when done. ...   How To Add/edit Industry List? (KB10000176) 1- Go to Settings> Preference and select Account module 2- Add or Edit the Source List. 3- Click Update when done. ...
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