Accounts

Account home will give us a quick snapshot of the leads that exist in the system based on the user login in the KPI. 

In lead home screen we have 3 layers of the filters.

  1. My Accounts – It will give the quick details of My Accounts counts on the KPI based on the user login.
  2. My Team Accounts – It will give the quick details of My team Accounts counts on the KPI based on the user login (The user associated with the team list of leads will be displayed).
  3. My Company Accounts – It will give the quick details of My company Accounts overall on the system in the KPI.
Key Points:
When user click on each KPI then counts of results will be displayed under the grid

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