Account Page Video Walk thru

This article contains the video content from the Account page In-App walk-thru within your improveit 360 system. These brief videos are intended to guide you through the main features of improveit 360's Account page. Follow the links to learn more about each topic and review our Glossary of Terms.

Account page Introduction

Features of the Account page include Related Lists, Prospect Timeline, File Manager, Activities and Chatter

Create a New Account, Contact and Sales Opportunity manually and choosing the correct Lead Source 

Creating Address records

Using the Quick Lead Tool

Working Sales Opportunities from a List View 

Creating Sales Opportunities to track multiple Products of interest 

Appointment Scheduling for an existing Contact or a brand new one! 

more coming soon...