Review account information

It's easy to access account info from the deals in your board.

Click an account name and then click REVIEW ACCOUNT.

What you can do on the account page

• Go here for a general overview on the account page

• Know the subject of an email at a glance

Actions on contacts:

• Get info on contacts from LinkedIn Sales Navigator

Actions on account activities:

• Associate a call to an account or opportunity

• Delete an email from an account

Tip:

Learn more about activity association here.