<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Accounts</h1> <p>To create an account, enter the following information:</p> <span class="helpButton">Account Information:</span> <ul> <li><span class="helpButton">Account Name</span>. Enter a name for the account.</li> <li><span class="helpButton">Phone.</span> Enter the phone number of the organization.</li> <li><span class="helpButton">Fax</span>. Enter the fax number for the organization.</li> <li><span class="helpButton">Other Phone</span>. Enter an alternative phone number for the organization, if any.</li> <li><span class="helpButton">Email</span>. Enter an email address for the organization.</li> <li><span class="helpButton">Other Email</span>. Enter an alternative email address for the organization.</li> <li><span class="helpButton">Website</span>. Enter the URL for the organization's Web site.</li> <li><span class="helpButton">Ticker Symbol</span>. Enter the stock ticker symbol for the organization.</li> <li><span class="helpButton">Member of</span>. Enter the names of organization associated with the account.</li> <li><span class="helpButton">Employees</span>. Enter the number of employees in the organization.</li> <li><span class="helpButton">Ownership</span>. Specify the owner information.</li> <li><span class="helpButton">Rating</span>. Enter the organization's rating in the industry.</li> <li><span class="helpButton">Industry</span>. From the drop-down list, select the industrial sector to which the account belongs.</li> <li><span class="helpButton">SIC Code</span>. Enter the Standard Industrial Classification code that indicates your organization's area of business.</li> <li><span class="helpButton">Type</span>. Enter the account category such as Customer or Partner.</li> <li><span class="helpButton">Annual Revenue</span>. Enter the annual revenue for the organization.</li> <li><span class="helpButton">Assigned to</span>. Enter the name of the individual who is responsible for communicating with the lead. To choose an existing user, click <span class="helpButton">Select</span>, and choose the person from the User List. By default, this is assigned to you.</li> </ul> <p><span class="helpButton">Address Information:</span></p> <ul> <li><span class="helpButton">Billing Address</span>. The primary street address for the account.</li> <li><span class="helpButton">City</span>. The name of the city.</li> <li><span class="helpButton">State</span>. The State in which the city is located.</li> <li><span class="helpButton">Postal Code</span>. The zip code for the address.</li> <li><span class="helpButton">Country</span>. The country where the city is located.</li> <li><span class="helpButton">Shipping Address</span>. The shipping address for the account. Use the >> arrow to copy fields from the billing address.</li> To copy information from one section to the other, you can enter the address information on either one of the sections and click the arrow buttons. </ul> <p><span class="helpButton">Email Address(es):</span> <br />Enter one or more emails addresses for the organization and your contacts and campaign targets within the organization. If an email address is incorrect, select <span class="helpButton">Invalid</span> to indicate it. If you sent out campaign emails this contact and the individual chose to opt-out of receiving them, select <span class="helpButton">Opted Out</span>. </p><p><span class="helpButton">Description</span>. <br />Enter a brief description for the account.</p> <p>Click <span class="helpButton">Save</span> to save the new account information; click <span class="helpButton">Cancel</span> to exit the page without saving the information.</p>