Relations tab

[Product User]

For an account, under relations tab, I put myself as the Sales Rep for an account and then identify the account as a lead or distributor. If I wanted to see all these accounts that are associated to me, how would I do that?



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[Support Team]

Re: Relations tab

If you want to see all the Accounts which are linked to you by the Relations tab, you can view your own Employee Account (in the Employees window or in the Accounts window), and go to your own Relations tab and see all the linked Accounts.

Sherry