Create Account Screen

The "Create Account" screen is divided into the following sections:

Basic Account Details

Enter the appropriate information into the following fields:

• Account Name - This is the name you are assigning to the account, and is a required field to create the account.
• Parent Account - This optional field can be used to indicate a parent account for the account you are creating. You can enter the account ID manually or search for it using the [[lookup widget].
• Local Name - This is the name of the account in its local language, if it is different from the general account name.
• Site Name - ???
• Preferred Currency - This indicates the preferred currency for the account. Select the currency from the drop down menu. The default is set during CRM/SFA Configuration.
• First/Last Name - This is the full name of the contact, and is a required field to create the lead.
• Source - This specifies how the lead was generate, for example: "Trade Show" or "Cold Call". Select the source from the drop down menu.
• Marketing Campaign - This indicates any marketing campaign that has been applied to the lead. Select any relevant marketing campaign from the drop down menu.
• Description- This information field allows you to detail any further information about the lead.
• Important Note - This information field allows you to note high priority information about the lead. This information will be shown during order entry.

• The following input fields are to record additional information for your benefit:
  • Industry - This is the general industry of the account, for example: "Aerospace" or "Health Care". Select the industry from the drop down menu.
  • Number of Employees - This indicates the number of employees and the company the account is associated with.
  • Ownership - This describes the structure of the account's ownership, for example: "LLC", or "Sole Proprietorship". Select the applicable ownership description from the drop down menu.
  • SIC Code - The Standard Industry Classification (SIC) code of the account.
  • Ticker Symbol - This is the stock symbol for the company associated with the account, if the account's company is publicly traded.

Contact Information

• Country Code - This is the relevant country code for the lead's phone number. The default is set to the value configured in CRM/SFA Configuration.
• Area Code - This indicates the relevant area code for the lead's phone number.
• Phone Number - This is the seven digit phone number for the lead.
• Extension - This is an extension to direct your call to the lead or to the lead's department.
• Person to Ask For - Should the lead not have a direct line, this will indicate a name to direct your call to the lead.
• Email address - This is the lead's email address.
• Web URL - This indicates the lead's personal or company web address.