Accounts
From Commence CRM-Help
Maintaining account and contact information is central to every On Demand activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The Sales, Leads, Marketing, Support, and Calendar functions all revolve around your accounts.
In most cases, entering account information is the first thing you will want to do as a new On Demand user.
Contents
- 1 How to Set Up a New Account
- 2 How to View a List of Accounts
- 3 How to View Account Detail
- 4 How to Sort Accounts
- 5 How to Delete an Account
- 6 How to Add an Account Contact
- 7 How to View Contacts within an Account
- 8 How to View All Contacts from All Accounts
- 9 How to View a List of Teams
- 10 How to Set Up a New Team
How to Set Up a New Account
You set up a new account by clicking the New button on the Accounts screen. Then fill in available information in the fields provided.
How to View a List of Accounts
On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the Accounts module tab, the list of your accounts displays.
How to View Account Detail
On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
How to Sort Accounts
In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.
How to Delete an Account
Accounts may be deleted in the accounts list view or from the Account detail screen.
How to Add an Account Contact
You add contacts for an account from the Related Info section of the Accounts Detail screen.
How to View Contacts within an Account
An account’s contacts are listed as part of that account’s detail information.
How to View All Contacts from All Accounts
You may view all contacts from all accounts from Home section in the Accounts module.
How to View a List of Teams
Commence On Demand supports the concept of Teams and/or territories. There are a few specific modules within Commence where Teams are used. These modules include Accounts, Sales Opportunities, Leads, Projects. When running reports for these modules, the data can be grouped by Teams. Team analytics are also available for Sales data.
How to Set Up a New Team
You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.
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