Accounts Default Functionality

The following functionality is available to users after initially configuring Accounts:

Creating Accounts

• Record Types in Accounts
• Disabling the Create Button for Accounts
• Parent Account Wizard
• New Account Wizard
• New Record Type Wizard
• Duplicate Record Checking in Account Wizards

Managing Account Information

• Sphere of Influence
• Managing Account Hierarchies
• Displaying the Primary Parent with a Business or Person Account's Name
• Working with Territory Fields

Using Accounts

• Viewing the Account Timeline
• Account Overview Panels
• Searching for Accounts
• Improved Account Picker
• Improved Account Picker for Call Attendees
• Using the Account Details Screen
• Referencing Office Best Times for Accounts
• Global Account Browse
• Using Addresses in Accounts
• Working with Child Accounts
• Displaying Account Maps
• Account Deep Linking
• Displaying the Multichannel Calendar
• Veeva ID