Teal CRM Version: v1.0
The Accounts Overview page allows you to review and manage any details regarding an account record that you have inside of Teal. You also have the ability to look up information from other modules regarding the same account record and adding or viewing information for that module from there.
Accessing an Account Record
To view an account record, click on the Accounts menu link within the navigation bar.
From there you will see a list of all the existing records you have inside of Teal.
Click on an Account record that's listed in blue. You will then be brought into the Account Overview page which will have their contact information listed on the left side of the page, the account-related modules, and the Activity Feed related to that account.
Account Overview Pane
In the left-hand side of the Account Overview page, you can quickly view the contact information associated to that account record such as their main phone number, email address, mailing address, and more.
Account Modules
In the middle are the modules for that specific account record (Contacts, Tasks, Deals, Notes, and Meetings). You can view the other related modules by clicking on the module name which will switch the tab view over to that module.
From within the module name, you have the ability to quickly view information related to that account record.
For example, if there was a new contact created that was associated with an account, they will then be displayed within that module pane inside of that account record.
You can click on that module item to view more information about that module-related item, add a new module item, or view more of those related records all from within the Account Overview page.
Activity Feed
In the right-hand side of the page, you have an Activity Feed where you can quickly post updates regarding what changes or additions have been done to that account.
