New account can be added by clicking on link in the left panel or clicking on button in the upper right corner of the account listing page.
Detailed information of the account can be added through five different sub tabs (general, address, other, social links and tags) which have their own corresponding fields.
- Name is mandatory field, which you must fill in to create new Account.
- The Account automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Account can be assigned to multiple users.
- Type in the parent account or select from the auto-suggestion list .
- Enter multiple Phone Types and numbers by clicking on the + Add another link. You can also choose any one of the phone numbers as primary.
- Update multiple Email addresses by clicking on the + Add another link. You can also choose any one of the Email addresses as primary.
- Set the industry type for the account.
- Select the type of account (Company, Person, Reseller or Vendor ) from the drop down menu.
- Set the status for the account as Active, Inactive or Closed.
- Click on Save to create the Account or else click on Cancel.
Billing and Shipping address of the account can be added under this section.
Details on the Account such as Annual Revenue, No of employees, SIC code, Ticker symbol, Ownership, Created By, Modified By and Description can be added under this section.
Multiple Social Links of the account can be added under this section.