Account List Action Buttons
The action buttons of the account list are described below. More information on the functions is provided in the sections indicated. Also see Finding Accounts.
|
Button |
Description |
|
New |
Opens the new account page to create a new account. |
|
Refresh |
Updates the displayed list based on the selections in the search fields. |
|
Advanced Basic |
Displays the advanced search/filter fields. Hides the advanced search/filter fields. |
|
|
Adds a note to the selected accounts. |
|
|
Adds a task to the selected accounts. |
|
|
Runs a marketing campaign for the selected accounts. |
|
|
Reassigns the selected accounts to another
representative. |
