Enter CRM Account Header

Explanation

This activity is used to create a new account header and to enter general information, e.g., default language and country. You can also enter CRM and sales related information about the account.

There are three account categories; Customer, Prospect and End Customer. Accounts of these categories can be created In the Account - CRM page or in the New Contact assistant. If the account is created in the New Contact assistant you can use a template to create prospects and customers.

Note: If the person connected to the logon user has been specified as a representative, then it will be taken as the default main representative.

Prerequisites

• The Used in Application option should be enabled on the Language page for the language of the account to be entered.
• The Used in Application option should be enabled on the Country page for the country code of the account to be entered.

System Effects

As a result of this activity, an account is created.

Pages

Account CRM
New Contact

Activity Diagrams

Manage CRM Account