Adding new account

Use the Add New Account window to add a new account.

  1. Select Master Explorer > Sales > Accounts. The Account list page is displayed.
  2. Select Account option from the Quick Add menu. The Add New Account window is displayed.
  3. Specify this information:
    Name
    The name of the company that is added as an account.
    Owner
    The user or team of users that has the access rights to the account. By default, this field is populatedwith the name of the user who logs on to the Infor CRM Sales Portal.
    Account Manager
    The person or team in the organization who manages the account relationship. By default, this field ispopulated with the name of the user who logs on to the Infor CRM Sales Portal.
    Type
    The category of the account.
    Region
    The region for the account.
    Address
    The address or the location of the account. Click Add to add the appropriate address.
    Website
    The website address of the account. You can specify the official website of the account. Click URL to view the website.
    Phone Number
    The phone number of the account owner.
  4. Click Submit.
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