This is where you fill in general details about the customer account.
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.
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.
Enter an email address for the organization.
Website
Enter the URL for the organizations website.
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.