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hello and welcome to the american red cross salesforce rapid learn training session on joint accounts during this session we will review the new page layout for a join account the join account layout is basically populated from the same individual account page the difference is really going to be how you populate the fields and how contacts are added let's get started here we are on a joint account for mr john r mcbride and mrs mcbride the account details section shows the status flag you will note that this account is active the account details shared section has a note for you to be reminded that changes here will impact other systems so just keep that in mind when making any changes the account name will be populated as mr john r mcbride and mrs mcbride to include the join account the account record type will be noted as individual the include in funnel checkbox is marked by default this check mark will ensure this donor's information is to be included in the funnel report if the d...
