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What
is an Account?
An account is a company or organization that is involved in some way with your company. They could be a customer, partner, investor etc. Use the Accounts tab page to create, update and manage your accounts. You can link contacts, opportunities, notes and tasks to each account. There are numerous sort and filter options available to help you locate key accounts quickly. You can also generate and print reports. Accounts Tab Page The Accounts tab page is divided into two sections: Featured Accounts and Manage Accounts. Use Featured Accounts to view your accounts in a variety of ways. The Manage Accounts section has tools that allow you to create accounts, import accounts and generate account reports. Viewing Accounts From the Featured Accounts section, use the Show drop down box to generate an account summary. Simply choose one of the listed options from the drop down box. A summary of all accounts matching your selection will automatically be displayed in a few seconds. To view an account in detail click the View link. Selecting a letter from the alphabet list, located at the top and bottom of the summary, will display a summary of accounts beginning with the selected letter. See Also: Sorting Reports and Views Custom Account Views See: Creating Custom Views
Generating Lead Reports Creating a New Account Lead Tools Managing Accounts Creating a New Account There are two ways that you can add a new account. Use Quick Account if you want to quickly add a new account without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new account with a detailed profile. Quick Account
i. Select the Save & New
button to save your new account. You will then be presented with
a blank form on which you can create another new account. Edit, Delete or Print an Account When accounts are displayed on the Accounts tab page or in a search or generated report, click the View link to view the account details. From the details page you can Edit, Delete or Print the account. Edit: Click the Edit button to change the information for the account. To save your changes, click the Save or Save & New button. Delete: Click the Delete button. You will be prompted to verify that you want to delete the account. Click OK to delete the account. Click Cancel to cancel the deletion. Print: Click the Printable button to view a print preview of the account information. Select the Print This Page link located at the top right corner of the preview to print the account information. If you do not want to print the account, simply close the window. See Also: Saving Accounts Account Tools Import Accounts See: Importing Data Web Capture Accounts The web capture tool allows you to create an HTML form that can be filled out on your web site. When the user fills in and submits the form, a new account is created in your salesboom.com organization containing the information entered by the user. This tool is invaluable for tracking customers. See: Web Capture Tool Generating Account Reports Running Reports The Generate Reports section contains a number of reports you can run. These reports have predefined search criteria. Simply select a listed report to run it. Other account reports are listed on the Reports tab. Click the All Reports button located in the Generate Reports section or click the Reports tab to access all available reports. Adding a Contact to an Account You may have contacts to numerous people within an account.
Adding an Opportunity to an Account Opportunities are pending sales. Add opportunities to accounts in order to keep track of pending business from each account.
Adding Multiple Addresses to an Account The accounts view found within Salesboom.com provides you with a complete overview of all your organizations accounts. Most Account Management solutions only allow you to track two addresses, typically a head office and a billing address. With Salesboom.com you can add any number of addresses to a single account to ensure you have all the data you need at your fingertips.
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