verview

 

 

Table of content


Step-By-Step

 



Account Owner you can  Create “Visit Minute

1- In Tabs => Click on  “Accounts

2- In View Menus => Select “My Accounts

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS


 

 

 



Scroll down to the "Files" related list and click in the button « Upload files"

 

 

 


 


 In your computer “Select the file you want to uploade"
 A window of download appears  and  click on “Close “ and the file is uploaded

 

 

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