My Active Accounts

The my active accounts widget displays active company records for which the current user is listed as account manager.

1. Filters and workflows available in the widget:

   • Select the role of company to view Lead, Prospect, or Client.

   • To further filter the accounts click on the Key Accounts option. This will display only the companies marked key in the record.

     Note: The number displayed by the widget title is the number for the type of company chosen; in this example there are 2 clients.

   • Click on the Company Name link to view the record.
   • Select a record and click on the workflow Iconto run the Add a Note workflow.

2. The information displayed for the widget:

   • Main Phone – the main number listed for the Company.
   • City/State – the address of the Company.

3. Click on the question mark to view the Help Tip specific to the widget.

Data Conditions

Data Displayed

• The current user is an account manager for the company.
• Entity role is Client, Prospect, Lead or Supplier