Account Details Screen

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Revision as of 07:34, 27 September 2007 by JRZeitlin (talk | contribs) (Marketing Campaigns)
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The "Account Details" screen is divided into the following sections:

Account

Sources

Marketing Campaigns

This section will list any marketing campaigns applied to the account with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking the [Add] button.

Pending Activities

Contacts

Payment and Shipping Accounts

Open Orders

Opportunities

Cases

Activities History

Catalog Requests

Bookmarks and Files

Notes

Team Members Assigned To This Account