CRM Account Management Help

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

Manage Accounts The Manage Accounts section contains four subsections:

Quick Account allows you to quickly create a new account.
Generate Reports contains a variety of reports you can generate.
Account Tools contains a list of helpful tools.

See Also:
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

Choose the Accounts tab located at the top of the page.
Scroll down to the Quick Account section.
Enter the information for the new account in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
Click the Save Account button to create the new account.

Detailed Addition

From the Accounts tab page, click the Add Account button located in the upper right region of the page. This will bring you to the New Account form.
Fill in your account information using the Account Information, Address Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
Use the account Summary section to attach Tasks (Activities) and Notes to the account.
Save your account by clicking the Save or Save & New button.

See Also:
Edit, Delete or Print an Account
Notes
Tasks

Saving Accounts When you have created a new account, or have made changes to an existing account, you will be able to save the account information using either of the following two methods:

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.

ii. Select the Save button to save your new account. This will bring you to a summary page for your new account. From this page you can Edit, Delete and Print your account information. Click the Accounts tab to go back to the Accounts page if you wish.

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.

Go to the Accounts tab page.
Use the Featured Accounts summary to list the accounts you are interested in.
Select a listed account by clicking the View link.
From the Summary section at the top of the page, click the Add Contact link. This will take you to the New Contact page.
Fill in the required information and click Save. The new contact is now linked to the 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.

Go to the Accounts tab page.
Use the Featured Accounts summary to list the Accounts you are interested in.
Select a listed account by clicking the View link.
From the Summary section, click the Add Opportunity link to create a new Opportunity to link to the Account.
Fill in the required information and click Save. The new Opportunity is now linked to the Account.

Adding a Note to an Account See: Notes

Adding a Task to an Account See: Tasks