Account Detail Page
View the account details such as address, related activities, account history, and opportunities. You can create and manage any of this information from the appropriate sub-panel.
- To edit the account information, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different record. The system displays the new record in the list on the Accounts Home page.
- To delete an account, click Delete.
- To find and merge duplicate records of this account, click Find Duplicates.
- To view or merge data from external data sources, click Get Data. This button displays only if the system administrator has enabled this functionality.
- To track changes made to account information over time, click the View Change Log link.