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Accounts

The Accounts module is the center around which the CRM revolves when configured in the business-to-business (B2B) mode. Contacts, Opportunities and Cases all refer to an Account. In the Professional and Enterprise editions, Quotes, Orders, Invoices and Credit Cards are all related to an Account.

The only required field for an Account is the Account Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area and remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Account Name The name of the account.
Phone The main office phone number for the account.
Website The main web site for the account.
Fax The fax number for the account.
Ticker Symbol The ticker symbol is used to store stock market data.
Other Phone An alternate phone number for the account, possibly the 1-800 number.
Member Of An account can have a parent just as a company can have a parent company.
Email The main office email address for the account.
Employees The employees is metadata that helps you sort accounts.
Other Email Address An alternate email address for the accoutn, such as info@, support@ or sales@.
Ownership The ownership is metadata the helps you organize accounts.
Rating The rating is metadata that helps you sort accounts.
Industry The industry is metada that helps you organize accounts.
(i.e. Apparel, Banking, Biotechnology, Chemicals)
Sic Code The Standard Industrial Classification code is metadata that helps you organize accounts.
Type The type is metadata that helps you organize and group accounts.
(i.e. Analyst, Competitor, Customer, Integrator)
Annual Revenue The annual revenue is metadata that helps you sort accounts.
Team The team or teams that the record is a member of.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Assigned To The user that is the owner of the record.
Billing Street The billing street address for the account. This is a multi-line field.
Shipping Street The shipping street address for the account. This is a multi-line field.
Billing City The billing city.
Shipping City The shipping city.
Billing State The billing state or province.
Shipping State The shipping state or province.
Billing Postal Code The billing zip code or postal code.
Shipping Postal Code The shipping zip code or postal code.
Billing Country The billing country.
Shipping Country The shipping country.
Description A description of the record.