Box
Description/Action
Account
A company with which you have a current or potential business relationship.
Division
The division in the company to which the account belongs.
Address
Address or location of the account. Click the Edit button, to open the Edit Address dialog box.
To view a map of the address, click the MapQuest button.
Main
Main telephone number for account. Click in the box, and then type any changes.
Fax
Fax number for account. Click in the box, and then type any changes.
Toll Free
Toll Free phone number for account. Click in the box, and then type any changes.
Web URL
Account’s Web address. Click in the box, and then type any changes. To open the contact's Web site, click the WWW button.
Owner
User or team of users with access rights to the account. Click the Find button to find the user or team within your organization that has access to the account.
Acc. Manager
The person or team within your organization that manages the account relationship.Click the Find button to find the user or team within your organization to manage the account relationship.
Type
Category of the account. Click the ellipsis button and select an item from the list.
Sub Type
The sub-category of the account. Click the ellipsis button and select an item from the list.
Status
Account’s current situation. Click the ellipsis button and select an item from the list.
Industry
The account's industry. Click the ellipsis button and select an item from the list.
Desc. of Business
Add a description of the account's business.