Add a New Account (Prospect)

Owned by Aliena Somers
Last updated: Jun 23, 2022
2 min read

Pathway: Customer > Add Account

Before adding a new account, consider searching for the account to verify one hasn’t already been created. Otherwise, upon selecting Create Account the system will check for duplicates.

In the Add Account editor, accounts can be added either as an Active account or a Prospect account. This illustrates the process of creating a Prospect account to keep in the sales cycle for future follow-up. Review each section and minimally complete all required fields highlighted in red.

Add Account

Create a Prospect Accoun

Account Identification Field Entry

Account Identification Field Entry

  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.

Address Field Entry

Address Field Entry

 

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.

Contact Information Field Entry

Contact Information Field Entry

  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.

Sales/Region Information Field Entry

Sales/Region Information Field Entry

  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.

Create Account

Create Account

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.