With the proper accunt privileges, you can now go into the Configuration Reference Libraries and create a Review template that utilizes various reserved words… and then select that template in the account type setup. This is so when you are in that account type and click on Account Review, that template will open up and the review can be completed.
How do I perform an Account Review
- Published on Mar 11, 2024
- 1 minute(s) read
Was this article helpful?