Box
Description/Action
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 account's Web site, click the WWW 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 Edit button, to open the Edit Address dialog box.
To view a map of the address, click the MapQuest button.
Fax
Fax number for account. Click in the box, and then type any changes.
Type
Category of the account. Click the ellipsis button and select an item from the list and then click OK.
Sub-Type
The sub-category of the account. Click the ellipsis button and select an item from the list and then click OK.
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.
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.
Bus. Desc
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 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 Find button to find the user or team within your organization that has access to the account.