Accounts
10 Articles
- Introduction to Accounts
- How do accounts work with contacts and matters?
- How do I view accounts?
- How do I create a new account from the account tab?
- How do I create a new account from the Quick Start tab?
- How do I create a new account from the home page Navigator menu?
- How do I edit an account?
- How do I merge duplicate accounts?
- How do I change the owner of an account?
- What related lists are available for accounts?