This is where you fill in general details about the customer account.

General Tab

Account Name

Enter a name for the account.

Account Type

Enter the account category such as Customer or Competitor.

Salesperson

Enter the name of the individual you want to assign to the account or choose from the User List. Salesperson list is managed under contacts of primary business account.

Annual Revenue

Enter the annual revenue for the organization.

Primary Contact

Choose a primary contact for the organization.

Industry

From the drop-down list, select the industrial sector to which the account belongs.

No. of Employees

Enter the number of employees in the organization.

Description

Enter a description for the organization.

Address Tab

Select Address

Choose type of address that you want to edit from the drop menu; Billing Address or Shipping Address.

Billing Address

Enter the billing address of the organization.

Shipping Address is same as billing address

Select this to use the billing address for shipping.

Shipping Address

Enter the shipping address of the organization.

Phone

Enter the phone number of the organization.

Phone 2

Enter an alternative phone number for the organization, if any.

Fax

Enter the fax number for the organization.

Email

Enter an email address for the organization.

Website

Enter the URL for the organizations website.

Contacts, Notes, To-Do, and Event Tabs

Contacts

Add or edit contacts by clicking on the list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a contact. You can also complete this information from the main Contact tab, and link it to this customer's account

Notes

Add or edit notes by clicking on the list and filling in the details appropriate to the headings. Attach a file to the note by right clicking in the list and selecting Select attachment. Click the red X at the end of a row to delete a note.

To-Do

Add or edit to-do items by clicking on the list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main To-Do tab, and link it to this customer's account. Any To-Do items you enter will be visible from every To-Do tab.

Event

Add or edit events by clicking on a list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main Events tab, and link it to this customer's account. Any Event items you enter will be visible from every Event tab.