Account Information Boxes

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 WWWClosed button.
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 EditClosed button, to open the Edit Address dialog box.

To view a map of the address, click the MapQuestClosed button.

Fax Fax number for account. Click in the box, and then type any changes.
Type Category of the account. Click the drop-down arrow and select an item from the list.
Sub Type The sub-category of the account. Click the drop-down arrow and select an item from the list.
Status Account’s current situation. Click the drop-down arrow and select an item from the list
Industry The account's industry. Click the drop-down arrow and select an item from the list.
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 FindClosed button to find the user or team within your organization to manage the account relationship.
Owner User or team of users with access rights to the account. Click the FindClosed button to find the user or team within your organization that has access to the account.
Lead Source How your company found out about the account (e.g. a magazine ad or telesales). Click the FindClosed button next to the box, and then click the Lead Source you want to add to the account.

Related Topics

Adding a New Contact and Account

Adding a New Account

Account Overview