Account Management

The Account Management tab allows you to add and maintain information regarding accounts (e.g. employers or promotion contacts). This information can include basic address information, contacts, notes and activities.

 The Account management screen is divided into three specific areas; Search, Browse and List view of the selected Accounts.

Search

A handy search tool is available, which allows you to quickly locate accounts across all regions.

Browse

Listed in this panel are the following:

• My Accounts

  This is a shortcut that provides a listing of all accounts where the user has been set as the account owner. Click My Accounts and this list is displayed on the right-hand side of the Account Management screen.

• Region

  Displays the list of regions set up for Account management. Click a region and the accounts within this region are listed on the right-hand side of the Account Management screen.

• Industry Type

  Displays a list of industries set up for account management. Click an industry type and the accounts within this industry are listed on the right-hand side of the Account Management screen.
• Account owner
  Displays a list of Account owners set up for account management. Click a displayed account owner and the accounts owned by the user are listed on the right-hand side of the Account Management screen.