Open

1. Select Active from the Status drop down.

2. Select the Source of how the account was acquired.

3. Select the Account Division.

4. Select the Site Division.

5. Select the Account Class.

Service Address Fields

1. Enter a Name for the account.

2. Enter the address for the serviced location in Address Line 1.

3. Enter a phone number for the location.

4. If a website is available you may enter that in the Website field.

1. Enter a Contact Name for future prospecting and sales opportunities.

2. Enter the Title or role of the contact (optional).

3. Enter the Contact Email.

4. Enter the Contact Phone number and Phone Type.

5. Remove selection from Billing Contact. This field is not necessary for Prospect accounts.

1. Select the Sales Rep assigned to the account.

2. If available, select a Site Class.

3. Select the Service Region.

4. Select the Tax Region. If no region is selected the customer is considered tax exempt.

Upon selecting Create Account, the system will check for any duplicates. Review the list of returned results to verify no duplicate exists. If one does, select the existing account from what the search returned.

Select Clear to clear entries and selections from all fields to start over.