Work with Accounts

Accounts represent companies that your organization may do business with.

Concepts: Managing Accounts and Contacts

Create or edit an account

Restore ribbon controls to forms

Add an opportunity relationship to an account or contact

Use the History pane

Set customer preferences for a service activity

Add or remove a customer record in a marketing list

View associated campaigns from customer records

Add or remove a customer relationship for an account or contact

Deactivate or activate an account or contact

Create a quick campaign

Default sales reports

What else can I do? More tasks...