Opportunities are prospects, based on your products or services. However, you have obtained a new contact or lead, adding them to the account as a contact is a smart way to keep track.Ĭontacts can be added to accounts by any of the user roles with access to accounts.Ĭontacts can be managed or removed from accounts by any of the user roles with access to accounts. Contacts created from the account page will appear within the Contact Manager.Ĭontacts can be key stakeholders who you have started a conversation with, or leads who have reached out to you to start a working relationship. Using the search bar at the very top of the Contacts section, enter the name of an existing contact or create a new contact to assign a contact to the account. This field will appear and be available to use in other Accounts as well.Ĭustom fields can be created and added to accounts by any of the user roles with access to accounts. Custom fields can also be used to personalize your emails and send dynamic content.Īll custom fields can be edited by any of the user roles with access to accounts.Ĭreate a new field from the Account page. Some fields are standard (like first name, last name, company name, etc.) but you can create custom fields, such as "best time to call", "preferred sales agent", "favorite football team", etc.). Fields are perfect for identifying unique information about an account and helping to manage your sales team’s behavior when communicating with contacts or companies. The shipping address can be edited by any of the user roles with access to accounts.įill out the custom fields that are relevant to the account. Enter and update the shipping address as necessary, for delivery and fulfillment purposes. If products need to be delivered, or team members need to visit a client, it’s important to know the customer’s shipping address. ![]() The billing address can be edited by any of the user roles with access to accounts. Enter and update the billing address as necessary for invoices and other related payment purposes. When it’s time to discuss payment, it helps to know the customer’s billing address. General details can be added to accounts or edited by any of the user roles with access to accounts. ![]() Build trust and rapport with your leads by making sure your team is fully aware of all the most important information about a target company. Notes can be edited and/or deleted by any of the user roles with access to accounts.Įnter and edit general company information, including the company’s industry, number of employees, and years in business. Pin a note to the very top of the account for better visibility. The 4 most recently left notes will be visible, but you may expand your notes section to see all notes if needed. Assign notes to specific contacts or opportunities for an even more powerful and more accurate account record. Documenting new information and insights about your accounts helps to keep your team aligned. Leave and review notes that have been left for the account. Contacts and leads may have a different, more direct phone number.Īn account’s value is based on the total won opportunity value of open and closed opportunities.Īccount tags are a way to group any number of accounts together under a similar label. The company’s general contact phone number. The URL address of the company’s online presence. This is based on the date the Account was created. When you first open an account in Lead Gen & CRM, the first thing you’ll see is how long the account has existed. ![]() Learn more about each section of the account. On this page, you can manage account data, using Notes and Tasks to keep your projects on track and view company and contact information to help guide your decisions. Once the account is created, you can configure the company information for the account, add contacts, and more.Īfter an account has been created, or if you click into an existing account, you will reach the Account Management Overview page. Enter the Account Name (a required field), the Number of Employees at the company, the Website, and the Phone Number.Click the +Accounts button to create a new account.To create a new Account, navigate to the Sales section of Lead Gen & CRM's left toolbar and choose Accounts from the sub-menu. Company information is perhaps the most essential. Accounts contain several categories of core information.
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