VIEW ACCOUNT DETAILS
To view an account
Tap on an account from any account list or from search results, you will be on the account details screen.
You can view important account details in the header such as their name and tier
On the top right, you can do quick actions such as edit, add to list, create a contact, create new call report, or several custom options in the … menu.
On the bottom, you can view all the cube options and its details. Swipe left and right to view the cube options and swipe vertically to nagivate the details section.
ACCOUNT DETAILS NAVIGATION
You can navigate the account details screen in the following ways.
Swipe horizontally on the cube section to navigate to a cube to view its details or tap on the … menu to navigate to a cube directly
When a cube is loaded, use the search bar, sort options and specific filter options to find what you are looking for.
You can also swipe vertically on a cube to find the specific record or information you are looking for.
Some cubes will allow you to tap on the record to view its details.
ACCOUNT HIEARCHY
To view an account hierarchy,
On the account details screen, navigate to the account hierarchy cube using the swipe navigation or the … menu.
You can see the account hierarchy.
Tap on any of the accounts in the hierarchy to view that account details.
