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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Configuring Company Information
Accounts contain several categories of core information. Company information is perhaps the most essential. To edit an account's company information, do the following:
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Note: The Account Name field is a required field.
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Note: Click the
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Note: 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.
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Configuring Contact Information
Accounts contain a section for relevant contact information. This section contain fields that display information for the primary means of contacting the account. To edit an account's contact information, do the following:
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Note: 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.
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Configuring Account Descriptions
You can provide a brief description of what the account is about. To edit an account's description, do the following:
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Configuring Billing Addresses
You can enter an account's billing information as necessary. To edit billing information, do the following:
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Note: 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.
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Configuring Shipping Addresses
You can enter an account's shipping information as necessary. To configure shipping information, do the following:
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Note: 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.
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Configuring Custom Fields
Accounts can be associated with custom fields. To set custom field parameters for an account, do the following:
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Note: Click
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Adding Notes
Account owners and all users that can access an account can add notes to the account at any time. These notes are internal and are not displayed to contacts. To add notes to an account, do the following:
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Note: Click
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Note: Click
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