Working with the Account Extended details
The Account Extended Details window can be accessed from the Account details page. This window displays specific information about the account. You can modify the information by specifying the new information, or by selecting from a list of available values.
- Select Extended Details from the Account Details page. The Account Extended Details page is displayed.
- Specify this information:
- Ticker Symbol
- The abbreviation used by one of the stock marketplaces to identify the account. You can view current stock quotes for the account in the ticker symbol.
- Credit Rating
- The account's credit rating.
- SIC Code
- Standard Industrial Classification Code of the account.
- Employees
- The number of people employed by the account. You can specify the number of employees working for the account.
- Yearly Revenue
- The account's revenue for the year
- Lead Source
- The source which helped the company identify the account (e.g. a magazine ad or telesales). Click Lookup to select a lead source from the Lookup Lead Source window.
- Currency Code
- The code of the account's primary currency. This value is displayed in an integrated environment.
- Distribution Chain
- The distribution chain of the account.
- Currency
- The account's currency (Accounting Integration).
- Account ID
- The account ID number that is automatically generated when the account is created. You cannot change this number.
- Import Source
- The source from which the account information has been imported.
- Advertising Circle
- The advertising circle of the account.
- Create User
- The user who created the account record.
- Create Date
- The date on which the account is created.
- Modify User
- The user who last modified the account data.
- Modify Date
- The date on which the account has been last modified.
- Last History By
- The user who created the last history record for the account
- Last History On
- The day on which the last history record has been created.
- Marketo Operation
- The Marketo operation performed on the account. The application defaults the value in this field if the Marketo integration is enabled. You cannot modify this value.
- Days since last touched
- The number of days since the last time an account activity has been completed.
- Click Submit to save the changes.
- Click Cancel to exit the Account Extended Details window without saving the changes.
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