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...
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