Accounts Overview

Shows a list of all customer/partner accounts in PlatformManager. For each account you can see details from Salesfx, such as parent account, account owner, type, account status, territory, last update time.

After you click an account name, you are redirected to the Account Tab section. 

This section is visible only with the global permission Account List – read.

You can also download this list in the CSV format.

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