English to Russian Marketing Marketing / Market Research

Учебный курс по продуктам компании Autodesk

Account Related Lists

An account record also has related lists, so if the account has opportunities, people associated with the account or contacts, assets, any of those types of records are related to the account record, and will display below it.
To locate an account record in the sidebar search area, select accounts, the name of {3}{4}the account, and I am a major account rep, I will click limit to items I own, looking for Skanska, here are my accounts, and specifically I am looking for the global parent, so I am going to click on that one, minimize that sidebar, there is the account record and I can see if I click on view hierarchy, all the subsidiary or children accts for my global parent, there they are all listed, I can go back.
Close that sidebar and what we notice below the account detail, billing information, system information, the list of contacts, opportunities, these are the related lists, they are related to my global parent account, kind of rolls cases and the activities, the account team contracts, all the related records to Skanska are in one place.