Accounts

Accounts Delete an account Delete an account that was created in error or that you no longer need to track. Steps Open Accounts and select the… Accounts Search, filter, and sort accounts The Accounts list includes search, filters, and sorting so you can find the right companies quickly. Search Open Accounts. Type into the… Accounts Edit an account Update an account whenever its details change, such as a new address, owner, status, or type. Steps Open Accounts and select the… Accounts Create an account Create an account to start tracking a company or organization you work with. Steps Open Accounts from the main navigation. Select Create… Accounts Accounts overview Accounts are the companies and organizations you do business with. Each account is the central record that ties together the people you…