Using the Account Manager

Lead Gen & CRM provides many different sales-related tools designed to assist you in understanding past, current, and future revenue opportunities.

One such tool is an account. An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all similar contacts and opportunities to one single location. The Account Manager is where you can create, edit, and maintain accounts.

This article will provide information on how to use the Account Manager's many features.

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Article Contents

• Creating Accounts
• Editing Accounts
• Searching Accounts via the Search Toolbar
• Archiving Accounts
• Restoring Accounts
• Merging Account Records
• Exporting Accounts

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Creating Accounts

Accounts contain similar contacts and opportunities. You can create accounts at any time. In Lead Gen & CRM, accounts are all housed within the Account Manager. The Account Manager can be accessed at any time from anywhere in the application.

To create an account, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click + Account.
3. Enter a name for the account in the Account Name text field.
4. Enter the number of employees associated with the account in the Number of Employees text field.
5. Enter the website address associated with the account in the Website text field.
6. Enter the phone number associated with the account in the Phone Number field.
7. Click Save.

Once an account has been created, it can be accessed at any time. You can access created accounts by clicking on their names in the Account Manager.

Refer to the following help articles for information on adding important contact data to accounts:

• Setting Contacts to Accounts
• Configuring Account Information

Editing Accounts

You can edit previously created accounts as necessary. 

To edit accounts, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click the name of a created account.
3. Edit company information as desired.
4. Edit contact information as desired.
5. Add contacts as desired.
6. Click Save Changes.

Refer to the following help articles for information on adding important contact data to accounts:

• Setting Contacts to Accounts
• Configuring Account Information

Searching Accounts via the Search Toolbar

The Account Manager allows you to search for accounts by entering search terms in the search bar. Broader terms will yield more results. Specific terms will yield fewer results.

To search for accounts in the Account Manager's search bar, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Enter one of the following parameters in the
    search bar:
   • Account name
   • Fax number
   • Phone number
   • Owner name
   • Website address
3. Select the desired account from the search results.

Using Advanced Search

There may be times when using the search bar does not provide you with the results you are looking for. You may want to use the Advanced Search function instead.

The Advanced Search function provides a more complete filtering of search results. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result.

Advanced Search has search fields for many different parameters and even allows for custom search fields based on the various fields attributed to your accounts, contacts, and opportunities.

Refer to Using Advanced Search in the Account Manager for more information.

Archiving Accounts

There may come a time when you no longer need an account to be active. You can archive the account, which will deactivate it and preserve its information for future reference. This means that accounts cannot be deleted.

To archive an account, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Hover over a created account.
3. Click    Options > Archive.

Archiving an account removes them from the Active Accounts list and places them in the Archived Accounts list in the Account Manager. 

Note: Accounts can be edited when they are archived.

Restoring Accounts

Archived accounts can be restored as necessary to resume activity. 

To restore an archived account, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click Advanced.
3. Select Archived from the Account Status drop-down menu.
4. Set other Advanced Search parameters as desired.
5. Click Search.
6. Hover over the desired archived account.
7. Click    Options > Restore.

Merging Account Records

Duplicate records sometimes happen. It is important to rectify them quickly, though, and not lose any information in the process. Lead Gen & CRM allows you to merge records and choose the fields you need to preserve.

To merge accounts, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Hover over the main account that will be merged.
3. Click    Options > Merge Account with... in the account page.
4. Type the name of the desired secondary account to merge with this account in the pop-up window that appears.
5. Select the desired account.
6. Select the radio button of the individual information fields that you want to keep for each account.
7. Click Save.

Be aware that certain Life of the Lead events can be merged when merging contact records.

Refer to Life of the Lead Icons and Overview for a comprehensive list of which events are mergeable. 

• Fields being kept in the merged account are highlighted in green
• Fields in the left are from the main account
• Fields on the right are from the secondary account

Note: When selecting fields to merge between the main and secondary accounts, the fields that are not kept will be discarded. 

Exporting Accounts

You can export accounts as necessary. 

To export and download account information, do the following:

1. Click Sales > Accounts in the top toolbar.
2. Click    Options > Export Accounts.
3. Click the checkboxes of the desired fields.
4. Click Export.
5. Click Export Manager in the notification window that appears.
6. Click the name of the exported account file.

Be aware that exported .CSV files will download automatically to where your computer saves files downloaded from the Internet.