When you click on the View Record Details icon Detail for a specific record on the Sales Pipeline Accounts-Detail Search Results Grid page, the Sales Pipeline Accounts-Detail/ Detail page opens for that record.

The following list defines every field on the the Sales Pipeline Accounts-Detail/Details page:

  • In the Main Context section, the Company number and Customer Code display as reference information for the detail record you are viewing.

  • The CRM section contains the Account Manager, CRM Teams, Projected Close Date, Probability%-Account, Potential Sales $, Initial Campaign, Sales Source, Sales Stage, Sales Status, Initial Trade Show, Contact Method Preferred, NAICS Code, SIC Code fields.

  • The System section contains the Creator, Date/Time Created, Modifier and Last Change fields.

  • The Google Map section contains the Google Map that displays the location of the account.

There are also several Related links located at the bottom of the Details page that display further information about the invoice. The related links include:

  • Customer Master(SU13)
  • Customer Price Lists(SU13)
  • Customer Attributes(SU13)
  • Account Notes
  • Account Notes-Consolidated
  • Activity Note
  • Account Campaign
  • Account Trade Show

For information on the functionality of each button on the Sales Pipeline Accounts-Detail Details page, click here.

 
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