Aug. 16, 2017: Update accounts quickly with the new Actions button


The Actions button in Sales & Success Center gives your sales team a single button for all their most common account management actions. On mobile and desktop, your team can quickly log a sales record, create an opportunity, add a contact, edit account details, or archive an account.

To take action:

  1. Go to Sales & Success Center > Manage Accounts.
  2. Select an account.
  3. Open the Actions drop-down menu.
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