How to View and Understand the Accounts List

How to Get Here:

1. Click the Main Menu icon (☰) at the top-left.
2. Click Accounts & Leads.
3. Click Accounts.

Understanding the Screen:

This screen has three main parts:

1. The Action Bar (Top)

• + Add New: This is the most important button here. You will click this to create a brand new customer account.
• Filter: This allows you to narrow down the list based on certain criteria (e.g., show only accounts of a specific type).

2. The Search Bar (Right)

• You can type a customer's name into this search box and click the magnifying glass to quickly find their record in a long list.

3. The Account List (The Table) This table shows your accounts and key information about them at a glance.

• Edit: Clicking the pencil icon (✎) will allow you to change the details of that account.
• Account Code / Account Name: Identifies the customer.
• Account Type: Shows the category of the account (e.g., "Customer," "Prospect").
• Tasks, Invoices, Quotes, Users: These columns show a count of how many items are associated with that account.
• URL: Clicking the link icon (🔗) will likely take you to the customer's website.