Designating an Account as a Reference

You can mark an account as referenceable using the check box in the account record’s Reference field. During the reference process, you can set the reference stages.

This task is a step in Process of Managing Accounts and References.

To designate an account as a reference

  1. Navigate to the Accounts screen, then the Accounts List view.

  2. Drill down on the Name field of an account record.

  3. Navigate to the More Info view.

  4. In the Account details form, select the Reference check box.