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.

Email

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.