You may want to filter your accounts and subaccounts to see only the relevant ones. You can combine the Filters functionality and the Search functionality, or use one of them to filter the list of accounts and subaccounts.
Filters
You will see the following filters on the Accounts page.
Types: This allows you to filter accounts by "Business," "House of Worship," "Individual," "Institution," and "Residence."
Salesperson: This allows you to filter accounts and subaccounts by the salesperson working with them.
Status: This lets you filter for active or inactive accounts and subaccounts.
Next To Do: This lets you filter accounts by a range of dates that have an active to-do assigned to them. You can select from: This month, This quarter, This year, and a custom range of dates.
Show potential duplicates only: This allows you to filter accounts and subaccounts that have identical email addresses or phone numbers.
Search
You can search for accounts and subaccounts by account name, the account number assigned on Cloud, the email address, phone number, and physical addresses associated with the account.