Account Detailed Information > Journal Log Tab

 

To assist you with adding a task from the Account Detailed Information > Journal Tab, we have outline the steps below:

1.  Go to Contacts

2.  Click on Accounts to open the list of Accounts

        A screenshot of a social media post

Description automatically generated 

3.  Click on an Account to view the detailed Information

4.  Click on the Journal Tab

5.  Click on New Entry

A screenshot of a social media post

Description automatically generated

6.  Refer to the Journal > Add a Journal Entry for more detail on entering the journal information.