Manage accounts and contacts

Accounts are the organisations you sell to; contacts are the people at them — set both up so every opportunity and quote has somewhere to hang.

Before you start

• Pick the company you are working in, so records sit at the right scope.
• Decide the Scope level for the record (organisation, entity, branch, department or position); deeper scopes require their parents.
• Know which account a new contact belongs to if you want to link them.

Steps

Create an account

1. Open CRM → Accounts and start a new account.
2. Set the Scope level (required) and any parent scope it needs.
3. Enter the Name (required, up to 180 characters).
4. Optionally add Legal name, Account type (must be one of your configured CRM account-type options), Status (active, inactive or archived), Email, Phone, Website (a valid URL), Industry, Registration number and Tax number.
5. Optionally complete the address: Street, City, Region, Postal code and Country.
6. Optionally assign an Owner who is an active member of this company.

   [screenshot: New account form]

7. Save.

Add a contact

1. Open the account and select Add contact (or create one from CRM → Contacts).
2. Set the Scope level (required) and any parent scope.
3. Enter the First name (required, up to 120 characters).
4. Optionally add Last name, Email, Phone, Mobile and Title.
5. Optionally set the Role (one of your configured contact roles) and Status (active, inactive or archived).
6. Optionally mark Is primary, set Email opt-in and SMS opt-in, and choose a Preferred contact method of email, phone or SMS.
7. Optionally record a Source and a Last contacted date, and link the contact to its Account.

   [screenshot: Add contact form]

8. Save.

Result

The account and its contacts are stored in this company. Contacts linked to an account appear on that account, ready to attach to opportunities and quotes.

Related

• Capture and convert a lead
• Work an opportunity through the pipeline
• Create and send a quote
• CRM reference