Account Cards and How to Use Them

Account Cards and How to Use Them

When viewing the Accounts tied to a Contact, use the Account Card to easily navigate to the Account overview.
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1. Click on the Contacts page on the left side of the screen.
2. Use the search bar at the top of the list to search for a specific Contact.
3. Click on the Contact.
4. Click the Accounts tab.
5. Hover over the Account's name to show the Account Card.
6. Click the expansion box in the upper-right corner to easily navigate to the Account.



Related Article: Relationship Between Accounts and Contacts Overview | Contact Cards and How to Use Them 


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