SharpSpring provides a host of sales-related tools designed to assist you in understanding past, current and future revenue opportunities. An account in SharpSpring is just like a folder in a digital filing cabinet, where you can store all similar contacts and opportunities to one single location. An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information.
The following User Roles have access to accounts:
- Marketing & Company Manager
- Jr. Salesperson
- SharpSpring MA
Step-by-Step Guide for Creating Accounts
Step One: On the top right toolbar, click the +New button, then on the drop-down, select Account.
Step Two: Enter a name for your account in the Account Name field and click Create Account
Step Three: Once created, you can enter Company Info, Contact Information, Billing Address and Shipping Address to store information about the account under the Overview tab. You can also add a description in the About section, add contacts and view opportunities. Click the Notes tab to add a quick note about this account as a quick and easy way to store information about companies you are contacting. To delete an account, from the top right click the Options menu and select Archive.
Frequently Asked Questions:
Q: How do opportunities and contacts automatically get associated with accounts?
A: Opportunities become associated with an account once they are created. The account that is associated with the opportunity is the value that is entered into the Account Name field when creating the opportunity. If an account already exists, it will show up in that field as you begin typing and will add the opportunity to that account once selected. If the contact changes accounts, the opportunity will not reflect this change and the opportunity will still have the account that the contact was originally a part of.
Q: Can I tie multiple contacts to an account?
A: Yes, multiple contacts can be added to one account. You can add multiple contacts to an account at one time by using the Bulk Edit feature in the Contact Manager. Select the contacts you wish to add to the Account and then click the Bulk Edit options gear and select 'Add to Account'. Be advised, a Contact can only be assigned to one Account at a time. You can also add multiple contacts to an account by clicking directly into the account