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 the primary contact from the drop-down.
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
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 and the "The data is saved successfully" pop-up is displayed.
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.
