Accounts Overview

Accounts are records where you can store information about the companies that you’re doing business with. Businesses cannot  exist without people or contacts, therefore when you add an account, a contact record is created by default. Accounts contains information about anything and everything associated with the company. Such as company name, contact information, meetings, any business opportunities, projects, cases and more. Accounts are always associated with Workflows or business process so that you know the status of your account at all times whether they are a new lead or an existing customer.

Follow the steps below to access the Accounts Home screen.

Under the Sales, menu click on Accounts > Accounts Home. It has two options:

Accounts Home: Contains all your account filters, groups and recent records that you have viewed or edited.

Recent Accounts: Recently viewed account records. It helps you to find the Account records you have been working with recently.

Accounts Home

Accounts Home allows you easy access to filters, groups and recent account records that you have viewed or edited. Click on the Add link beside My Filters to add an account filter that you have created earlier, to this page. To delete them mouse over the filters and click on X . Click on the add link beside Groups to create a new group. Mouse hover the groups and click on the  arrow to open group detail view page. Click on the links under Recent to open accounts detail view page.

Accounts View

Column View

List view 

Setup Accounts record view page

You can select the information you want to see on this page. Click on the  settings icon, here you can see all the added fields. Place your cursor at the end of the fields and type the name of the field you wish to add, then select it from the list. Click X to remove a field or drag and reorder fields to change their position. From the settings you can also select the field to sort by, check if you want to set it up in descending order. Finally click on show picture if you want to add an image or logo to the account record.

You can also select the number of records that shows up on the page. You can add up to 200 at a time.  Use the  arrows or the numbers to move from page to page.

Account Filter

You can filter your Account list according to Status and other list items such as Country , state , industry etc. Click on the arrow

then select the field you want to filter. You can click on each of these links to see the records under them. For example, if you filter by a country you can click on USA to see the 27 records with country USA.

Convert Account

Select an account or more than one accounts with the same status, then click on convert. Click on the dropdown to select the new status then click on Convert.

Add a new Account

To Add a new account

1. Click on Accounts tab.
2. Click on ADD.
3. Fill in the quick add form or if you want to see all the available fields click on Expand and then fill in the form.
4. Check Notify sales rep if you have assigned the account to someone else and want them to get an email notification.
5. Click on Save to add the Account.

you store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and contacts are the people who work for them.