Adding a new Account

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

Select Account from the New Add menu.
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 populated with 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 is populated with the name of the user who logs on to the Infor CRM Sales Portal.
Type
The types of account. Possible values:
- Prospect
- Vendor
- Influencer
Phone Number

The phone number.
Click Submit.
Double-click the new account in the Account list page.
You can specify the remaining account information fields as required by the company policies in the Account detail page.
Note: You can also create a new account, a new contact, lead, quote or sales order. From one of these windows, Add New Contact, Add New Lead, Add New Quote or Add New Sales Order, click Add New Account/Contact corresponding to the Account field to add an account or a contact.