Account Information Boxes

The account information boxes contain information about the selected account. You can edit or delete the information as needed.  

Box	Description/Action
Account	A company with which you have a current or potential business relationship.
Division	The division in the company to which the account belongs.
Address	Address or location of the account. Click the Edit button, to open the Edit Address dialog box. To view a map of the address, click the Map button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
Parent Account	The account to which this account is the child/subsidiary.
Main	Main telephone number for account. Click in the box, and then type any changes.
Fax	Fax number for account. Click in the box, and then type any changes.
Toll Free	Toll Free phone number for account. Click in the box, and then type any changes.
Web URL	Web address for the account. Click in the box, and type any changes. To open the contact's Web site, click the WWW button.
Owner	User or team of users with access rights to the account. Click the Find button to find the user or team within your organization that has access to the account.
Acct. Manager	The person or team within your organization that manages the account relationship.Click the Find button to find the user or team within your organization to manage the account relationship.
Type*	Category of the account. Click the drop-down arrow and select an item from the list.
Sub Type	The sub-category of the account. Click the drop-down arrow and select an item from the list.
Status*	Account’s current situation. Click the drop-down arrow and select an item from the list. As an example, the list might contain Active, Dormant, On Credit Hold.
Industry	The account's industry. Click the drop-down arrow and select an item from the list.
Desc. of Business	A description of the account's business.
Purchase Likelihood Score	The calculated probability that a customer will purchase a product within the next 30 days, represented as a percentage.

*This information will not synchronize to a back office ION integration.

Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

Related Topics

Accounts Overview

Editing an Account