An Account Profile is best accessed by searching for the Account via the Search box at the bottom of any page.
To search for the account name, please tap Search at the bottom of the screen, type in the account name in the search box and then tap the search icon on the right of the search box. On the Search Result page, please locate the account name in the alphabetical list and tap on the account name to access the Account profile.
You can also access the Account Profile by tapping Accounts on the main navigation side menu item, then locate them in the alphabetical list. Then tap on the account name to access the Account Profile.
The Account Profile Page displays information about an Account that is unique to that Account such as upcoming activities, past revenue, affiliated contacts, and even what percentage of revenue they represent across all of your Accounts. Don’t forget to scroll in order to see everything!
