Process of Managing Accounts and References

The References screen provides you with customer reference information that you can use as a sales tool when managing sales, marketing, and public relations initiatives. As a sales team member, providing potential customers with a list of referenceable accounts adds immediate legitimacy to any sales situation and gives you a competitive advantage. You also can use the References screen to determine the best reference for a current initiative.

You can use the References list to search for accounts that are referenceable. A calendar view of reference activities is also available.

To manage accounts and references, perform the following tasks:

• 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