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. This article will detail how to set contacts to accounts.
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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 | ✓ | ||||
Adding New Contacts to Accounts
You can create new contacts and add them to accounts. To add new contacts to an account, do the following:
Created contacts will be automatically added to the account. |
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Important: A contact can only be assigned to one account at a time.
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Adding Existing Contacts to Accounts
You can add existing contacts to accounts. To add existing contacts to an account, do the following:
Selected contacts will be automatically added to the account. |
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Important: A contact can only be assigned to one account at a time.
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Adding Recommended Contacts to Accounts
Once a contact has been added, SharpSpring will recommend adding other contacts that may be related.
To add recommended contacts, do the following:
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Selected contacts will be automatically added to the account. To add more than one recommended contact, consider using the Bulk Edit or account migration tools.
Removing Contacts from Accounts
You can remove contacts from accounts as necessary. To remove contacts from an account, do the following:
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Grouping Contacts in New Accounts
An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information. Multiple contacts can be added to one account. You can add multiple contacts to an account at one time by using the Bulk Edit feature in the Contact Manager.
To group contacts together in a new account, do the following:
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Grouping Contacts in Existing Accounts
You can group contacts into accounts through the Contact Manager.
To group contacts together in an existing account, do the following:
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Accessing Opportunities via Accounts
Opportunities become associated with an account once they are created. The account that is associated with the opportunity is the value that is entered into the Account Name field when creating the opportunity.
If an account already exists, it will show up in that field as you begin typing and will add the opportunity to that account once selected. If the contact changes accounts, the opportunity will not reflect this change and the opportunity will still have the account that the contact was originally a part of.
You can access the opportunities associated with your contacts. To access a contact's opportunities, do the following:
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