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Add New Account

As stated earlier, Account is considered as a company in Advanced CRM. Following is the main screen that allows you to Add New Account:

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Figure: Adding Accounts

1. Contacts

2. Currently, this tab is selected that allows you to add new accounts in the system.

NOTE: A company must have at least one contact/customer associated with it.

3. Search Contacts

4. Import Contacts

5. Blocked Contacts

6. Specify required information in given fields to associate customer’s information with the new account being added. All marked (*) fields are mandatory such as:

E-mail: Specify e-mail address of the customer associated with the account/company.

Attach Department: Select the plus (+) sign to associate a department with the contact.

Fields that may confuse you:

Ø Last Call Date:

Ø Cell: Provide your cell number in the given field

Ø ICQ: It is also a unique ID like your MSN ID. Provide your ICQ ID in this field, if any

7. Specify required information in given fields to add new company/account in the system. All marked (*) fields are mandatory such as:

Domain: Specify domain name of the company e.g. advanced-crm.com etc. Selecting "Go" opens the website of this company and "Who is" displays brief information about the company.

Fields that may confuse you:

Ø Company: Specify the company name and select "Google". It displays the search results for this company.

Ø Other Contacts: This field displays other contact(s) of this company/account, if any.

Select Save Customer to save the specified information.