This page allows for the entry of new Accounts and editing existing Accounts.
Account Name
Enter a name for the account.
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.
Account Type
Enter the account category such as Customer or Competitor.
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.
Annual Revenue
Enter the annual revenue for the organization.
Description
Enter a description for the organization.
Primary Contact
Choose a primary contact 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
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.
Notes
Add a new Note by clicking on the Add Note button, or edit existing Notes by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a Note.
To-Do
Add a new To-Do item by clicking on the Add To-Do button, or edit an existing To-Do items by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a To-Do item.
Event
Add a new Event by clicking on the Add Event button, or edit an existing Event by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete an Event.
Contact
Add a new Contact by clicking on the Add Contacts button, or edit an existing Contacts by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a Contact.