CRM Software Support Center
INTRODUCTION TO ACCOUNTS
Salesboom.com Introductory Tutorial
Introduction to Accounts


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.



Creating Accounts
You have just gained a new customer called Acme Corporation.
  • Begin by using either of the following methods:
    1. From the Accounts tab page, use the Quick Addition section to quickly add a new account without entering a lot of information. Further details can be filled in at a later time.
    2. Click the New Accounts link to create a new account with a detailed profile.
  • Use the Parent Account field to link a company to it's parent company. In this way you can keep track companies and their subsidiaries.
  • Add contacts to the account to keep track of people you know within the company.
  • Add opportunities to the account to keep track of pending business from each account.


Capturing Accounts from your Web Site
When Jane Doe purchased one of your products from your web site, she filled out a brief billing information form you created with salesboom.com's Accounts Web Capture Tool. When she submitted the form a new account was created in your salesboom.com organization.
  • From the Accounts tab page, click the Web Capture Accounts link located in the Account Tools section.
  • Click the new web capture tool link.
  • Fill in the Web Capture Info form and select which fields you want to include in your web capture form using the Select Fields section.
  • Click the Create/Update button to create the web capture tool.
  • Generate the HTML code for your form. Your web master will put the form on your web site.
  • Your web master may also modify the look of the form to match your company's web site.
  • Although you may modify the look and feel of the form, do not change field, variable or any other object names. For example, field display names may be changed but the field names themselves may not.

  Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit
Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's
Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
  © 2003-2017 Salesboom.com Inc .Salesboom.com All rights reserved. Legal 1.855.229.2043 Various trademarks held by their respective owners.