Accounts

Accounts

The Accounts group item houses information on customer organizations—use the options in this group item to find and add new organization account information. Data found under and added via this group item also links back to the Organizations group item tab in the CRM module. To access this group item and its features, navigate to the Sales module and hover over the Accounts group item. The Accounts options: Find Organizations and Add Organizations will appear in a drop-down menu.

Workflow

• Add organizations using the Add Organizations option. In the Add Organization form, enter detailed information about the organization to be added. Enter an acronym or specify a parent company associated with the organization--you may also list contact information for the POC.
• Find and list organizations using the Find Organizations option.

Using the Accounts Group Items

Find Organizations

Search for organizations in your database by expanding the Accounts group itemand clicking the Find Organizations hyperlink.

The basic Find - Organization form will load.

Add Organizations

Add an Organization record to your database whenever there is a compelling reason to store any organization's name, address, and contact information. Organizations that you add using this form will automatically be included in the main organization list in the CRM module.

To access this option, expand the Accounts group item. Click the Add Organization hyperlink.

The Add Organization form will load. See Adding an Organization for more information on adding a new organization.

Viewing Products Purchased

In order to help evaluate the purchasing habits of an account, the Products Purchased tab has been added. This tab contains the purchases child form which shows all of the products that an account has purchased over the lifetime of the account.

The purchases child form contains a folder for each type of product purchases by the account. Clicking the folder icon next to a product type will expand the list to show the actual products that were purchased.

Clicking the folder icon next to a specific product, will display details about that specific purchase.