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Add and manage accounts

Save the companies you sell to as accounts, so their contacts and deals hang together in one place. At the end, each account shows its health, how many contacts it has, its open pipeline value, the source it came from and its owner.

Before you start

  • Your role can open Accounts in CRM. Find it with Ctrl + K. If not, ask your admin for CRM access.

Steps

Add an account

  1. Press Ctrl + K, type Accounts and press Enter. Accounts is not in the CRM panel.
  2. Click Add account at the top right. The Add Account form opens.
  3. Under Basic Information, type the Account Name. It is the only required field.
  4. Pick an Account Type: PROSPECT, CUSTOMER, PARTNER, VENDOR or OTHER. It defaults to PROSPECT.
  5. Optional: pick a Parent Account (Client Group) if this company belongs to a group. Add the Industry and Website.
  6. Optional: fill Contact Information (Phone, Email), Company Details (Annual Revenue, Employees), Billing Address, Shipping Address and Description.
  7. Click Submit. The account shows in the list.

If a saved account already has the same name, phone or email, the form shows Possible duplicate — "…" already has a matching name, phone or email. You can still save it. Check first that you are not creating a second copy.

Read the account list

Each row shows Company, Health, Contacts, Open pipeline, Source and Owner. Health is worked out from the account's deals:

Health Meaning
Customer The account has a won deal, or its type is CUSTOMER.
Active It has open deals that moved in the last 30 days.
At risk It has open deals, but none has moved for 30 days or more.
New It has no open deals yet.

Filter and open accounts

  1. Click a view to narrow the list: Customers, At risk or My accounts. All shows every account.
  2. Click an account. Ohanvi opens that company's contacts.

Export the list

  1. Filter the list to the accounts you want.
  2. Click Export. A CSV file of the rows on screen downloads, and Exported N accounts. appears.

Video walkthrough

[VIDEO]

Troubleshooting

Issue Cause Fix
Account name is required. Account Name is empty. Type a name and submit again.
Invalid account type 'COMPETITOR'. COMPETITOR shows in the Account Type list, but the server does not accept it. Pick OTHER instead.
Account has active contacts. Reassign or delete them first. You tried to delete an account that still has contacts. Move the contacts to another account, or delete them, then try again.
Export does not show The list is empty. Add an account first.
An account shows At risk but you spoke to them this week Health reads only when a deal was last updated. Update the deal, for example its Next Step.