Working with Accounts

Use the Account Details page to review and modify the details of the account selected on the Accounts list page.

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

To modify the Account details:

  1. Access the Account Details page. To navigate to this page perform one of these actions:
    • Select Accounts on the navigation bar and click the name of the Account. OR
    • Click Edit corresponding to an Account or View Full List on the toolbar in the Account Associations Related Item section, on the Contact details page. OR
    • Click the toast link that is displayed on the top-right corner of the page, after a new Account is created. OR
    • Click Go to Full View to go to the full details page.
  2. Click View More to view or modify this information:
    Account
    A company with which you have a current or potential business relationship.
    Division
    The division in the company to which the account belongs.
    Parent Account
    The account to which this account is a child or a subsidiary.
    Primary Phone
    The main telephone number for account.
    Website
    The web address of the account. You can specify the official website of the account. Click lb_mcrm_website to view the website.
    Address
    The address or the location of the account. Click Edit to access the Edit Address window. To view the address on the map, click Map. If the Contour integration is enabled and configured, a map is opened using the Contour provider. If a provider is not configured, the address opens in MapQuest.
    Region
    The region in which the account is located.
    Description of Business
    A description of the account's business.
    Type
    The category of the Account.
    Sub Type
    The sub-category of the account.
    Status
    The current status of the Account. Possible values:
    • Active
    • Dormant
    • On Credit Hold
    Industry
    The industry to which the Account belongs.
    Account Manager
    The person or team within the organization that manages the account relationship. Click Lookup to find the user or team within the organization to manage the account relationship.
    Owner
    User or team of users with access rights to the account. Click Lookup to find the user or team within the organization that has access to the account.
    Qualified
    The Qualified option identifies if an account is qualified or unqualified. Unqualified accounts are typically accounts that are associated with leads. When a lead is qualified the Qualified option on the associated account is selected automatically. If an account is not qualified, it is not included in Account filters or lookups unless the Only include qualified accounts option is cleared.
    Profile Image
    The initials or image that represents the account. If no image has been previously uploaded, the initials of the Account is displayed. To edit, hover your mouse over the Profile Image. Click on the camera icon that appears to select and upload a .png file.
  3. Select the History tab to view the history of activities performed on the selected Account. Click View Full List to view all the activities.
  4. Select the Files tab to view the history of attachments linked to the selected Account. Click View Full List to view all the attachments.
  5. Click Expand corresponding to an entity Related Item section to add, review or modify the data defined for the various entities linked to the Account. The entities are:
    • Activities
    • Contacts
    • Opportunities
    • Campaigns
    • Products
    • Addresses
    • Emails
    • Phone Numbers
    • Websites
    • Notes
    • Sales Orders
    • Quotes
    • Contact Associations
    • Reseller Opportunities
    • Leads
    • Tickets
  6. Click Save. You can use the other functions from the details page toolbar.
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