Editing Account Company Information

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a company in one place.

Accounts contain information about a company's contacts, opportunities, and tasks. This information can be added and updated as necessary.

In this article, you'll learn what kind of information goes into an Account and how to edit it. 

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Article Contents

• Adding A New Account
• Understanding Accounts
• Editing Company Information
• Understanding Company Information

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

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

Adding A New Account

Accounts contain several categories of core information. Company information is perhaps the most essential. To create a new Account, navigate to the Sales section of Lead Gen & CRM's left toolbar and choose Accounts from the sub-menu.

1. Click the + Account button to create a new account. 
   
   

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2. Enter the Account Name (a required field), the Number of Employees at the company, the Website, and the Phone Number. 
3. Click Save. 
   
   

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Once the account is created, you can configure the company information for the account, add contacts, and more. 

Understanding Accounts

After an account has been created, or if you click into an existing account from the Account Manager you will reach the Account page. On this page, you can manage account data, using Notes and Tasks to keep your projects on track and view Company and Contact information to help guide your decisions.

Read the Account Overview article to learn more about each section of the account; the type of data that can be included and how Lead Gen & CRM interacts with that data, including: 

• The Account Overview
• Notes
• Company Information
• Custom Fields
• Contacts
• Opportunities
• Tasks
• and Options or Account Actions

Read the Account Overview article.

Editing Company Information

Accounts contain several categories of core information. Company information is perhaps the most essential. To edit an account's company information, scroll down to the Company Information section and select the General Details tab:

1. Enter relevant data into the company fields:
    

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2. Click Save Changes.
   
   

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Understanding Company Information

If the customer's billing address and shipping address are different from their primary company address, click the Billing Address and/or Shipping Address tabs to enter the separate addresses. 

Even if the company's primary address, billing address, and shipping address are all the same, consider editing the Billing Address and Shipping Address sections anyway, to make sure that information is clear to your team. You can simply copy and paste the primary address information into those sections. 

Note: The Account Name field is a required field. Click the   Google icon to search for company information via Google Search. This will not populate the Company Info section, however.

Clicking Save for All Contacts will save the company name, industry, phone number, website, and billing address to the Company Information section on a contact's record.

Edit additional account information as needed, including Contacts, Notes, and Opportunities.