Application Description
The Account Visualisation tool allows you to quickly navigate your Account & Contacts, showing the open Opportunities and Activities.
From there, you can quickly create a new Activity or close the existing Opportunity
Additional Features:
- Shows the Address & Contact details summary
- Filter on Activity type
- "One click" navigation to your Accounts, Contacts, Opportunities & Activities
Recent Reviews
Visualising and navigating complex client hierarchies
- 4.0
-
Overall Rating
4 stars
Reviewed by:YvonneLE
Reviewed on:2/02/2012
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