Account and Contact Details - As a user I want to see account and Contacts information added in salesforce to prepare for my calls

[PrineelB]

Accounts, Accounts Details

Figma Here

Home Page

• User will be able to view all added accounts and contacts
• User will be able to search accounts by name and click through to view details and create notes
• User will have the ability to create a note from here

Account Details Page

Account Card

• User will see the following account details card not expanded
  1/ Name
  2/ Website
  3/ PPT (Custom field)

• Details card expanded
  4/ Account source(Custom field)
  5/ Status (Custom field)
  6/ Last Funding (Custom field)
  7/ Total Funding (Custom field)
  8/ HQ (Custom field)

Contact Card
Since accounts could have Multiple contacts we will display all of them here

• The following details will be visible
  1/ Name
  2/ Title
  3/ Email
  4/ Linked In

These details currently help users to check the lead out and prepare for the call

Users will also have the ability to view and add their Notes Tasks and Events on this page.