The following table describes the default information boxes.
Box | Description |
---|---|
Account | A company with which you have a current or potential business relationship. |
Web | Account’s Web address. Click in the box, and then type any changes. To open the contact's Web site, click the WWW![]() |
Main Phone | Main telephone number for account. Click in the box, and then type any changes. |
Address |
Address or location of the account. Click the Edit To view a map of the address, click the MapQuest |
Fax | Fax number for account. Click in the box, and then type any changes. |
Type | Category of the account. Click the |
Sub Type | The sub-category of the account. Click the |
Status | Account’s current situation. Click the |
Industry | The account's industry. Click the |
Description. of Business | Add a description of the account's business. |
Acct. Manager | The person or team within your organization that manages the account relationship.Click the Find![]() |
Owner | User or team of users with access rights
to the account. Click the Find![]() |
Lead Source | How your company found out about the account (e.g. a magazine ad or telesales). Click the Find![]() |