Account Fields

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


Field	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 (Edit) to open the Edit Address window. To view a map of the address, click (Map). If Contour integration is enabled and configured, a map is opened using the Contour provider. If a provider is not configured then the address opens in MapQuest.
Parent Account	The account to which this account is the child/subsidiary.
Main	Main telephone number for account.
Fax	Fax number for account.
Toll Free	Toll Free phone number for account.
Web URL	Web address of the account. You can specify account's official website. To open the contact's Web site, click (WWW).
Owner	User or team of users with access rights to the account. Click (Find) to find the user or team within the organization that has access to the account.
Acct. Manager	The person or team within the organization that manages the account relationship. Click (Find) to find the user or team within the organization to manage the account relationship.
Type*	The category of the account.
Sub Type	The sub-category of the account.
Status*	Account’s current situation. As an example, the list might contain Active, Dormant, On Credit Hold.
Industry	The account's industry.
Desc. of Business	A description of the account's business.
Purchase Likelihood Score	The calculated probability that a customer purchases a product within the next 30 days, represented as a percentage.

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

Additional information may be available if the implementation includes a Back Office Extension. This information cannot be edited. To add or edit go the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.