Accounts (New web) - Revision history

Ashley DeBon: /* Labels */

2026-07-24T06:31:39Z

‎Labels

2026-07-24T06:31:22Z

‎How to complete, edit, or delete

2026-07-24T06:31:06Z

‎How to edit or delete

2026-07-24T06:30:43Z

‎Part 4 — Everyday how-tos

2026-07-24T06:30:29Z

‎Why each tab matters (summary)

2026-07-24T06:30:18Z

‎Recent Activity (header icon)

2026-07-24T06:30:04Z

‎How to copy / move a Contact

2026-07-24T06:27:13Z

‎Tab 8 — Contacts (people at the account)

2026-07-24T06:20:08Z

‎Tab 7 — Opportunities

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‎Tab 6 — Tasks

@@ Line 709: / Line 709: @@
 # Click '''Add Label''' (+).
 # Labels appear as tags; click × on a tag to remove it.
 = Tab 1 — Info =

@@ Line 1,026: / Line 1,026: @@
 '''Why Tasks matter:''' They drive next actions (call back, send quote, revisit) so nothing stalls after a visit or call.
 <div style="clear:both;"></div>
 = Tab 7 — Opportunities =

@@ Line 1,096: / Line 1,096: @@
 '''Why Opportunities matter:''' This is the pipeline view for the account—what deals are open, their value, and who owns them.
 <div style="clear:both;"></div>
 = Tab 8 — Contacts (people at the account) =

@@ Line 1,324: / Line 1,324: @@
 # Account Actions → '''Change Account Type'''.
 # Or open one account → Info → Account Type → Update.
 = Tips and important notes =

@@ Line 1,275: / Line 1,275: @@
 | Add decision-maker; keep phones current
 |}
 = Part 4 — Everyday how-tos =

← Older revision		Revision as of 06:30, 24 July 2026
Line 1,235:		Line 1,235:

	'''Recent Events strip''' (above the tabs) also shows a quick horizontal feed of recent activity without leaving the tab view.		'''Recent Events strip''' (above the tabs) also shows a quick horizontal feed of recent activity without leaving the tab view.
−
−	~~----~~

	= Why each tab matters (summary) =		= Why each tab matters (summary) =

@@ Line 1,203: / Line 1,203: @@
 '''Why Contacts matter:''' Day-to-day calling and emailing is usually to a person. Roles and phones on the Contacts tab keep outreach accurate.
 <div style="clear:both;"></div>
 = Recent Activity (header icon) =

@@ Line 1,101: / Line 1,101: @@
 = Tab 8 — Contacts (people at the account) =
-[[File:AccountTabContacts.png|350px|thumb|right|Contacts tab]]
+<div style="float:right; margin:0 0 1em 1em;">
 '''Purpose:''' Manage '''people''' who work at this account (buyers, managers, influencers).
 This is different from the main Accounts list: here “Contacts” means personnel under the account.

@@ Line 1,031: / Line 1,031: @@
 = Tab 7 — Opportunities =
-[[File:AccountTabOpportunities.png|350px|thumb|right|Opportunities tab]]
+<div style="float:right; margin:0 0 1em 1em;">
 '''Purpose:''' See and manage sales opportunities for this account.

@@ Line 974: / Line 974: @@
 = Tab 6 — Tasks =
-[[File:AccountTabTasks.png|350px|thumb|right|Tasks tab]]
+<div style="float:right; margin:0 0 1em 1em;">
 '''Purpose:''' Manage follow-up tasks tied to this account.