References

This chapter describes how sales professionals can use the References screen to access accounts that can be designated as references, and to associate contacts, activities, profiles, and notes with each reference. It includes the following topics:

• Process of Managing Accounts and References

• Designating an Account as a Reference

• Associating an Activity with a Reference

• Associating a Contact with a Reference

• Associating an Attachment with a Reference

• Viewing Reference Activities in the Calendar

• Adding a Note to a Reference

• Adding Profile Information to a Reference

• Searching for References

• Viewing Reference Asset and Profile Charts