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 four account categories; Customer, Prospect, End Customer and Other. Account Type field can be used to further specify the account as you wish. 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.
As a result of this activity, an account is created.