How do I find details for an account?

When you click on an on or off premise account, you will be on the account detail page. There are five tabs in this section - Profile/contact, Products, Commitments, Activities, and Reports.

Profile Contacts: Find out which users are assigned to this account and which account sets this is included in. In the profile, it breaks down its filterable attributes that can be edited. There is a section to add any social media or contacts.

Products: Includes which products are being sold at this account.

Commitments & Activities: Oversee any current/overdue/aging commitments or activities to the selected account.

Reports: Download any reports from this account.