The Accounts main page can be divided into three parts, the top, middle and bottom pane. (Users can choose to have different page layouts with one, two or three panes)

The middle pane is the Account details pane. The details shown here, correspond to the highlighted record in the Account list. Again all Fields and labels can be customized here.

The bottom pane shows us Contacts, Opportunities, Activities, Notes and Documents in a tab format. Again this can be fully customized. For example, if you would like to see only Contacts, Opportunities and Activities for the Account records, the page layout can be customized in that fashion in a matter of seconds. By default the first entity tab will be highlighted.

Click the Account record to which to link other records.

All details of the particular account record will show up. This Account record already has two associated contacts. To add another contact click the link icon in the contact tab as shown.

The quick choose window pops up from where we can select the contact. We can search for the contact either by the match items boxes provided or from the alpha ribbon. As we are sure the contact’s last name begins with ‘S’, click the lens icon on the ‘S’ letter on the alpha ribbon. Click GO

All contact names with the last name starting with ‘S’ shows up. Select the name to be added by clicking the lens icon on the contact’s name.

The contact has now been added to the other two contacts.

Click save and now the added contact is associated with the account record.

We are now brought back to the Accounts entity page where in the bottom page under Contacts we now see three contacts linked to the account record.

To add an opportunity via the Accounts page, first select Opportunities in the bottom pane as shown.

On selecting the Opportunities tab, we see a link and an add button on the bottom right of the page. Select the Add button.

The add an opportunity page to the Account’s name opens up. Notice the primary account is already pre-filled. This is because we are adding an opportunity through an account.

Similarly the primary contact and Territory of the account is automatically pre-filled.

Enter the rest of the data and click Save.

We are now brought back to the main Accounts page where in the bottom pane under the Opportunities we see the added Opportunity.