Box
Description
Region
The region in which the account is located. Click the ellipsis button and select an item from the list, and then click OK.
Misc. Phone
An additional telephone number for the account. Click in the box, and then enter any changes.
Ticker Symbol
The account's stock ticker symbol. Click in the box, and then enter any changes.
Credit Rating
The account's credit rating. Click in the box, and then enter any changes.
SIC Code
The account's SIC code. Click in the box, and then enter any changes.
Employees
The number of people employed by the account. Click in the box, and then enter any changes.
Yearly Revenue
The account's revenue for the year. Click in the box, and then enter any changes.
Lead Source
How your company found out about the account (e.g. a magazine ad or telesales). Click the Find button next to the box, and then click the Lead Source you want to add to the account.
Time Zone
The account's time zone. Click the drop-down arrow to select from the list.
Click the Show Local Time to display the local time for the account.
AccountID
The Account ID.
Import Source
The source used if the account was imported.
Create User
The user responsible for creating the account record.
Create Date
The date that the account was created.
Modify User
The user who last modified the account record.
Modify Date
The date that the account was last modified.
Last History By
The user who created the last history record for the account.
Last History On
The day on which the last history record was created.
Days since last touched
The number of days since the last time the account was updated.
