Manage Leads – View Accounts

Action Bar

In the View Account screen, we have the top first section as a Action bar. In the action bar we have a quick set of icons and menus to navigate to other function. Please refer the below screenshot for the details  

In the action bar the left section contains below information 

  1. Account Name 
  2. Icon to Navigate to Create Opportunity Page 
  3. Icon to Navigate to Add Service Request Page 
  4. Icon to Navigate to Add Activity Page 

In the action bar the Right section contains below information 

  1. Primary contact Email address – If click on email address then page will navigate to the Email activity creation Page. 
  2. Primary Contact Phone Number – If click on Phone number then page will navigate to the Phone activity creation Page. 
  3. Important Note Badge icon – In this badge will display the counts of important notes counts which are associated with the Account. 
  4. Open Service Request Count Icon – In the badge icon will display the counts of open service request which is associated with the Account. 
  5. Open Activity Count Icon – In the badge the icon will display the counts of open activity which is associated with the Account. 
  6. Open Opportunity Count Icon – In the badge icon will display the counts of open opportunity which is associated with the Account. 

Related Resources