Topics covered in this article:
- Creating a New Account
- Account record tabs
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Contacts of an Account
- Creating Contact through Account
- Adding Primary Contact to Account
- Account Views
Create a New Account
Creating a new account means that you’re adding a company, or a potential customer, to your database. This allows you to easily add contact information, create opportunities, and track your progress in the sales cycle. Our account-based system helps you keep all the important information in one place, including all related contacts, where it’s easy to find, track, and edit.
Note: When creating a new account, the system will automatically search the database to see if this account has already been added.
- Click Accounts and then the + icon to create a new account.
- Enter the required information, Account Name, First Touch Source and First Touch Details. You can add Industry, Website and Relationship Type now or later.
- Click Save. The Account opens to the Summary tab that presents many more information fields to fill.
Note: Any locked fields (those that show a lock icon) will display calculated information from another source.
The Account page will be your main Account record and will show you what stage of the customer lifecycle the account is in, as well as tracking related contacts and opportunities
You will also see tabs for Details, Timeline, Contacts and Opportunities, where you’ll be able to add more information. The Related tab gives you access to an audit history showing date, time and user who made changes.
Summary tab
This contains your basic account information:
- Account Name
- Phone
- Website
- Industry
- SIC Code
- Description
- Created on
- Last Activity Date
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First Touch Source
- Choose the option from the dropdown that best describes how your company first interacted with this account.
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First Touch Details
- Provide details of how your company first interacted with this account.
Profile Information
- Health
- Total Account Score
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Account Type
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This field is locked to the user with a value of Prospect.
The system will update this field to Customer if an Opportunity is Won and to re-prospect if an Opportunity is Lost.
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Relationship Type
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Choose the option from the dropdown that best describes the relationship between the account and your organization.
- Once an Opportunity of the account is closed, this field will need to be updated manually if the relationship value is to be different.
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- Annual Revenue
- Number of Employees
- Ownership
- Parent Account
- Related Accounts
Details tab
This tab shows more in depth information, such as the mailing address, first touch source, conversion source, and related accounts.
Address Information
This displays the address listed for the given record.
Contact Preferences
Currency
This displays the currency in which you do business with this account. Currency is setup in the Currencies section of the App Settings area.
Conversion Source
Automatically set from the account's first Opportunity details via its Opportunity Source field.
Conversion Details
Automatically set from the account's first Opportunity details via its Opportunity Source Details field.
Timeline tab
The timeline shows all the activities related to opportunities on the account. It shows both active and closed activities. You can open, edit, and assign them from this screen.
Contacts tab
This tab displays the Primary Contact of the account as well as a list of all contacts related to the account.
You can add, edit, or remove contacts from this screen. (see below in the article here how to add a Contact from within the Contacts tab.)
The Primary Contact of the account is signifying a Contact who is the Account's point person to Contact.
Opportunities tab
This tab displays a list of all the opportunities related to an account, as well as their status.
Activity History tab
The activity history feature provides a view of all marketing and sales activities within a 14-day time frame. This enables the sales rep to determine what content the individual account is engaged with and may help frame their personalized outreach.
The activity history information is available on contact, account, and opportunity record. On the account and opportunity records, a user will be able to view activity of all contacts associated to the account or opportunity.
Example of activity history view on a contact record:
Related Tab
Access related entities of the Account.
Audit History
This provides a full list of changes made to the account, which includes the date, time, and user who made the changes.
Contacts of an Account
After Creating a New Account, the user can conveniently add related Contacts on the Contacts tab. Contacts are people who work at the target company. There is no limit to the number of Contacts that can be added.
For more information on Contacts, see our help article here.
To add a Contact on a specific Account:
- On the Account, click the Contacts tab.
- Click the plus + icon.
- Add the contact’s information. Their name, email and first touch source are the only required fields.
- Click Save to add them to the account.
Once you've added a contact and saved their information, you can click their name in the Account's Contact list to be taken to the full Contact record if needed.
On the Contact record, you can see all the information you added already and can fill in a full address. You can also see their individual timeline (your activities aimed at them).
To add a Primary Contact for this Account:
First, select the Primary Contact field and press Enter to search your contacts. The list of Contacts appears.
Then, select the name you want as primary contact and click Save.
Review Active Accounts
It’s easy to see a snapshot of all your active accounts—for you as an individual, as well as the whole team.
Under the Customers heading, click Accounts then change the system view to Active Accounts.
From here, you can filter and sort by location, industry, account owner, etc. Simply click the account name to see their information.