Create a CRM Account

This guide walks you through creating an Account in the CRM module and explains each field in the standard input form.

Open the Account Form

1. Navigate to CRM > Account.

2. Click Add Account to open the insert form. The following fields will be displayed:

Account Entry Form Fields

Field	Description
Name	The company account name.
Type	Indicates the type of Account.
Parent Account	Allows you to establish a hierarchy between different accounts, managing divisions and corporate headquarters. For example, an ACME Account may be the parent of ACME Italy and ACME France.
State	Enable or disable the Account.
Linked Company	A field that maintains a reference to a Company present in Deepser Companies (see the Buttons section).
Owner User	Allows you to specify the Account administrator.
Website	The Account website.
Phone	The Account phone number.
Fax	Fax number of the Account.
Industry	Area of Account reference.
Employees	Number of employees.
Satisfaction Rating	Customer account satisfaction level.
Logo	Account logo image.
Notes	Additional notes.
Task	Task related to the Account.

3. Fill in the required fields and click Save to store the new Account.

Related Articles

• Manage Account Addresses
• Create a CRM Contact
• Create a CRM Opportunity
• CRM Lists
• Synchronize CRM with Companies