Creating a New Account

Based on user roles, the administrator has assigned Read and Create permissions on the Account object.

To create a new account

Click the App Launcher icon ().
Select Accounts from Shared Apps.
Click New Account.
Note: A contract administrator can use the Edit Page button in the page header to customize the page layout of the Accounts Details page in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Configuring a Page Layout.

Populate the following fields in the Account Information section.


Field	Description
Account Name	(Required) Enter the account name
Account Number	(Required) Enter the account number
Account Owner	(Required) Enter the account owner's name
Account Source	(Required) Select the account source from the drop-down menu
Account Type	(Required) Select the account type from the drop-down menu
Account Currency	(Required) Specify the first three letters of the required account currency. Matching currencies are displayed in the list. Select the required account currency.
Primary Contact	Select an existing primary contact from the drop-down. If the contact doesn't exist, go to Shared Apps and select Contacts. For more information, see Creating a Contact. Alternatively, you can: Start entering the contact name, and the Create "contact name" button appears. Click the button to raise the Create Primary Contact window. Enter the required fields and click Save. A new primary contact is created. Note: If the required contact doesn't exist, create it using the Accounts feature. For more details, refer Creating a Contact.
Parent Account	Enter the parent account details
Status	Select Active or Inactive from the drop-down menu Note: If the account is in Inactive status, the user can change the status to Active, based on the business requirement.
Account Phone	Enter the phone number
Account Site	Enter the site name where the account is held
Fax	Enter the fax number

Populate the following fields in the Additional Information section.


Field	Description
Industry	Select the industry type from the drop-down menu
Annual Revenue	Enter the annual revenue amount
Description	Enter the description

Populate the following fields in the Address Information section.


Field	Description
Shipping Address	Enter the address where your customer wants to receive the products
Shipping Street	Enter the street name
Shipping City	Enter the city name
Shipping Province/State	Enter the province or state name
Shipping Postal Code	Enter the postal code
Shipping Country	Enter the country name
Billing Address	Enter the address where your customer wants to receive the invoice
Billing Street	Enter the street name
Billing City	Enter the city name
Billing State	Enter the state details
Billing Postal Code	Enter the postal code
Billing Country	Enter the country name

Click Save. An account is created.

Note:

You can create a contract for this account immediately after account creation by clicking New Contract on the Accounts Details page. For more information, see Creating a Contract.

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Creating a New Account

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