Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the Account object. For more information, see Managing Roles and Permissions.

To create a new account

  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click New Account.

  4. Populate the following fields in the Account Information section.

    Fields marked with * are mandatory.

    Field

    Description

    Account Name*

    Enter the account name

    Account Number*

    Enter the account number

    Account Owner*

    Enter the account owner's name

    Account Source*

    Select the account source from the drop-down menu

    Account Type*

    Select the account type from the drop-down menu

    Account Currency*

    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:

    1. Start entering the contact name, and the Create "contact name" button appears.
    2. Click the button to raise the Create Primary Contact window.
    3. Enter the required fields and click Save. A new primary contact is created.

    Parent Account

    Enter the parent account details

    Status

    Select Active or Inactive from the drop-down menu

    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

  5. Populate the following fields in the Additional Information section.

    Field

    Description

    Industry

    Select the industry type from the drop-down menu

    Annual RevenueEnter the annual revenue amount
    DescriptionEnter the description

  6. Populate the following fields in the Address Information section.

    Field

    Description

    Shipping AddressEnter the address where your customer wants to receive the products
    Shipping StreetEnter the street name
    Shipping CityEnter the city name
    Shipping Province/StateEnter the province or state name
    Shipping Postal CodeEnter the postal code
    Shipping CountryEnter the country name
    Billing AddressEnter the address where your customer wants to receive the invoice
    Billing StreetEnter the street name
    Billing CityEnter the city name
    Billing StateEnter the state details
    Billing Postal CodeEnter the postal code
    Billing CountryEnter the country name 
  7. Click Save. An account is created. 

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.