Accounts

Show Accounts

When the user clicks on accounts in the upper left menu, he gets a list of his accounts. He can display them in the form of cards or a list.

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Show associated Contacts

When the user moves the cursor over the human symbol, he gets the list of contacts associated with this account.

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Show associated Opportunities

And when the user moves the cursor over the hand symbol, he gets a list of active opportunities associated with that account.

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