Difference between revisions of "Accounts"

From Commence CRM-Help
(→‎How to View a List of Teams: added information about team reports and team analytics; removed team sharing)
 
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Maintaining Account and Contact information is central to every ''On-Demand'' activity.  Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts.   
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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.   
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In most cases, entering account information is the first thing you will want to do as a new On-Demand user.  Then, you may wish to build a database of other information associated with those accounts.
 
  
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In most cases, entering account information is the first thing you will want to do as a new On Demand user. 
  
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[[File:Accounts.jpg]]
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[[File:ScreenHunter_02 Sep. 25 13.38.jpg|500px|thumb|right]]
  
  
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'''Account:''' An entity with which you do business or would like to do business.
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== How to Set Up a New Account ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]
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You set up a new account by clicking the '''New''' button on the '''Accounts''' screen. Then fill in available information in the fields provided.
  
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'''Contact:''' An individual associated with an account. One Account can have any number of contacts.
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== How to View a List of Accounts ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts  How to View a List of Accounts]
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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.
  
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== How to View Account Detail ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
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On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
  
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How_to_Set_Up_a _New_Account How to Set Up a New Account]
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== How to Sort Accounts ==
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* [[Accounts/HowtoSortAccounts|How to Sort Accounts]]
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In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.
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== How to Delete an Account ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]
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Accounts may be deleted in the accounts list view or from the Account detail screen.
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== How to Add an Account Contact ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
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You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.
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== How to View Contacts within an Account ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewContactswithinanAccount How to View Contacts within an Account]
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An account’s contacts are listed as part of that account’s detail information.
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== How to View All Contacts from All Accounts ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
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You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.
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== How to View a List of Teams ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
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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.
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== How to Set Up a New Team ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
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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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Return to [[Commence OnDemand User Help]]

Latest revision as of 19:53, 7 June 2013

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.

ScreenHunter 02 Sep. 25 13.38.jpg


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.


Return to Commence OnDemand User Help

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