Help Center

V3 Accounts

Information about V3 Accounts

The Accounts List Screen

Information about the screen you see when you go to CRM > Accounts
Account Review Overlay

Information about the overlay that opens when you click the name of an Account.
Account Edit Overlay

Information about the overlay you see when you click the Edit button on an Account Review Overlay
Property Overlays

Information about the Property overlays which can be accessed from an Account