Account Management_Shell

Curriculum

• View Your Accounts List Page
• View Your Accounts List Page (2:18)
• Related Resources
• Manage a Household Contact
• Manage a Household Contact (4:05)
• Related Resources
• Manage a Relationship
• Manage a Relationship (2:56)
• Related Resources
• Manage an Address
• Manage an Address (2:53)
• Related Resources
• Manage a Note
• Manage a Note (2:38)
• Related Resources
• Check for Duplicate Accounts
• Check for Duplicate Accounts (2:44)
• Related Resources
• Flag an Account as Deceased
• Flag an Account as Deceased (0:48)
• Related Resources
• Flag an Account as "Do Not Contact"
• Flag an Account as "Do Not Contact" (1:01)
• Related Resources
• Completion Survey
• Sample Survey