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 is 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. See Finding records
Address	Address or location of the account. Click Edit to view the Edit Address window. See Adding or modifying an alternate address To view a map of the address, click Map. If Contour integration is enabled and configured, a map is displayed using the Contour provider. If a provider is not configured then the address displays in MapQuest.
Description of Business	A description of the account business.
Division	The division in the company to which the account belongs.
Fax	Fax number for account.
Industry	The account industry.
Lead Source	The mode through which company found out about the account (for example a magazine ad or telesales). Click the 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. See Finding records
Parent Account	The account to which this account is the child or subsidiary.
Purchase Likelihood Score	The calculated probability that a customer purchases a product within the next 30 days, represented as a percentage.
Status*	Account current situation. As an example, the list can contain Active, Dormant, On Credit Hold or Closed. To close an account you are no longer working with, but require to retain all of the history, change the status of the account to Closed. A closed account can still be modified.
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 official website. To access the contact Web site, click WWW.

*This information do 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. See Back Office