Configuring 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 contact or an opportunity in one place.

Accounts contain information about contacts, opportunities, and organizations. This information can be added and modified 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
• Account Overview
• Configuring 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 +Accounts 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. 

Account Overview

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 Account Overview to learn more about each section of the account. 

Configuring 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 General Details section:

1. Enter the company fields: 
   • Account Name
   • Assigned To 
     
     
     Note: Account assignment affects reporting and Launchpad data for the selected user.
   • Description
   • Industry
     
     
     Note: Popular industries include Manufacturing, Biological Science, Technology, Finance, Health Care, Drug & Cosmetics, Automobile, Education, Retail, etc.
   • Annual Revenue
   • Number of Employees
   • Year Started
     
     
     Note: Enter the year the company was founded. The Year the account was created in your Lead Gen & CRM instance will be generated automatically and found under the account title at the top of the page.
   • Website
   • Phone Number
   • Fax Number
   

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2. Click Save Changes.
   
   

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

All Lead Gen & CRM users are able to modify all account company information regardless of who the account is assigned to. 

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.