Create Account Screen
From Opentaps Wiki
Jump to navigationJump to search
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 lead. 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 lead. Select the currency from the drop down menu. The default is set during CRM/SFA Configuration.
- The following input fields are to record additional information for your benefit:
- SIC Code - The Standard Industry Classification (SIC) code of the company.
- Ticker Symbol - This is the stock symbol for the company associated with the lead, if the company is publicly traded.
