The Account details
Updated over a week ago

The account details panel displays important information for the account as well as the toolbar with the different operations/sections that can be performed. To access the account details panel go to Accounts > All Accounts > Click on your client prospect. Via the toolbar you can: engage the account with a Form or a PDF, list all engagements for that specific account, view the account profile, import from an integration, and export to an integration.

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