Configuring Account Information

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.

Accounts contain information about contacts, opportunities, and organizations. This information can be added and modified as necessary.

This article will detail how to add and modify account information. 

Article Contents

• Configuring Company Information
• Configuring Contact Information
• Configuring Account Descriptions
• Configuring Billing Addresses
• Configuring Shipping Addresses
• Configuring Custom Fields
• Adding Notes

Accounts contain several categories of core information. Company information is perhaps the most essential.

To edit an account's company information, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or edit an account.
3. Enter an account name in the Account Name field.
4. Select the account owner in the Assigned To drop-down menu.
5. Enter the industry type the account is most closely associated within the Industry field.
6. Enter the annual revenue the account creates in the Annual Revenue field.
7. Enter the number of employees attached to the account in the Number of Employees field.
8. Enter the year the company was started in the Year Started field.
9. Click Save Changes.

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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:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Enter the website associated with the account in the Website field.
4. Enter the phone number associated with the account in the Phone field.
5. Enter the fax number associated with the account in the Fax field.
6. Click Save Changes.
   
   

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You can provide a brief description of what the account is about.

To edit an account's description, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Click    Edit in the About section.
4. Enter a description for the account in the text box that appears.
5. Click Save Changes.

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You can enter an account's billing information as necessary.

To edit billing information, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Scroll to the Billing Address section.
4. Enter the account's street address in the Street Address field.
5. Enter the account's state or province of residence in the State/Province field.
6. Enter the account's country of residence in the Country field.
7. Enter the account's city of residence in the City field.
8. Enter the postal code associated with the account in the Postal Code field.
9. Click Save Changes.

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You can enter an account's shipping information as necessary.

To configure shipping information, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Scroll to the Shipping Address section.
4. Enter the account's street address in the Street Address field.
5. Enter the account's state or province of residence in the State/Province field.
6. Enter the account's country of residence in the Country field.
7. Enter the account's city of residence in the City field.
8. Enter the postal code associated with the account in the Postal Code field.
9. Click Save Changes. 

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Accounts can be associated with custom fields.

To set custom field parameters for an account, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Enter the necessary information for any applicable custom fields in the Custom Fields section.
4. Click Save Changes.
   
   

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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: 

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Create or open an account.
3. Click the Notes tab.
4. Enter a note in the Add a Comment text box.
5. Click Add Comment.
6. Click the Overview tab.
7. Click Save Changes.

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