Creating an ACCOUNT

AN ACCOUNT MUST BE SET-UP BEFORE ENTERING AN OPPORTUNITY. Always check to make sure the account hasn't already been set-up so you do not duplicate accounts.

Click the accounts tab as shown below, then click GO to view all accounts in alphabetical order to check if account you are creating opportunity for has been set-up or not.

See below the accounts page with all accounts in alphabetical order.

If your account/company is not listed, you will need to create new account. Click the small gray tab that says New Account, shown in upper left corner of image above.

The screen show below will appear. The required fields to fill in are

• account name
• phone number
• website - if known
• type
• prospect if we have never done business with before
• customer if we have done busienss with before
• billing city and state (headquaters) if known

After all fields are entered click SAVE and you have set up the account/company! Now you need to create the opportunity associated with this company.