Account Information Boxes
The following table describes the default information boxes.
| Box | Description |
|---|---|
| Account | A company with which you have a current or potential business relationship. |
| Web | Account’s Web address. Click in the box, and then type any changes. To open the contact's Web site, click the WWW  button. |
| Main Phone | Main telephone number for account. Click in the box, and then type any changes. |
| Address |
Address or location of the account.
To view a map of the address, click the Map |
| Fax | Fax number for account. Click in the box, and then type any changes. |
| Type | Category of the account. Click the |
| Sub Type | The sub-category of the account. Click the |
| Status | Account’s current situation. Click the |
| Industry | The account's industry. Click the |
| Description. of Business | Add a description of the account's business. |
|
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. |
| 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. |
| Lead Source | How your company found out about the account (e.g. a magazine ad or telesales). Click the Find button next to the box, and then click the Lead Source you want to add to the account. |
button
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.
Adding a New Contact and Account
