Account Fields

The account information fields contain information about the account.

Note: The workspace can be different based on your access rights provided or if your installation has been customized.


Field	Description/Action
Account	A company with which you have a current or potential business relationship.
Account Image	You can define an image for an account, for example, the company’s logo. Once defined, the Account image automatically appears on the Contact detail view for any of the account’s contacts. To add or update an image drag and drop an image file to the Account image box on top of the placeholder account icon. Note: Account images have a maximum size of 72x144 pixels.
Account 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.
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.
Description of Business	A description of the account's business.
Division	The division in the company to which the account belongs.
Fax	Fax number for account.
Industry	The account's industry.
Lead Source	The mode through which company found out about the account (e.g. a magazine ad or telesales). Click the drop-down arrow and select an item from the list.
Main Phone	Main telephone number for account.
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.
Parent Account	The account to which this account is the child/subsidiary.
Purchase Likelihood Score	The calculated probability that a customer purchases a product within the next 30 days, represented as a percentage.
Status*	Account’s current situation. As an example, the list might contain Active, Dormant, On Credit Hold or Closed. To close an account you are no longer working with, but want to retain all of the history, change the status of the account to Closed. A closed account can still be edited. .
Sub Type	The sub-category of the account.
Toll Free	Toll Free phone number for account.
Type*	The category of the account.
Web URL	Web address of the account. You can specify account's official website. To open the contact's Web site, click (WWW).

*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.