Difference between revisions of "Accounts"

From Commence CRM-Help
(→‎How to View a List of Teams: added information about team reports and team analytics; removed team sharing)
 
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Maintaining Account and Contact information is central to every ''On-Demand'' activity.  Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts.   
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Maintaining '''account''' and '''contact''' information is central to every '''On Demand''' activity.  An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The '''Sales''', '''Leads''', '''Marketing''', '''Support''', and '''Calendar''' functions all revolve around your accounts.   
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In most cases, entering account information is the first thing you will want to do as a new On-Demand user.  Then, you may wish to build a database of other information associated with those accounts.
 
  
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[[File:ScreenHunter_02 Sep. 25 13.38.jpg]]
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In most cases, entering account information is the first thing you will want to do as a new On Demand user.
  
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[[File:ScreenHunter_02 Sep. 25 13.38.jpg|500px|thumb|right]]
  
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'''Account:''' An entity with which you do business or would like to do business.
 
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'''Contact:''' An individual associated with an account. One Account can have any number of contacts.
 
  
 
== How to Set Up a New Account ==  
 
== How to Set Up a New Account ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]  
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Set up a new account by clicking on the “New” button on the “Accounts” screen. Then, fill in available information in the fields provided.
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You set up a new account by clicking the '''New''' button on the '''Accounts''' screen. Then fill in available information in the fields provided.
  
 
== How to View a List of Accounts ==  
 
== How to View a List of Accounts ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts  How to View a List of Accounts]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts  How to View a List of Accounts]  
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When you click on the “Accounts” module tab, a list of accounts is displayed.  
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On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the '''Accounts''' module tab, the list of your accounts displays.
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== How to View Account Detail ==  
 
== How to View Account Detail ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]  
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On the accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
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On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
  
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== How to View a Group of Accounts ==  
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== How to Sort Accounts ==  
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaGroupofAccounts How to View a Group of Accounts]  
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* [[Accounts/HowtoSortAccounts|How to Sort Accounts]]
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When you click on the “Accounts” module tab, a list of accounts is displayed by default. Click desired accounts, a check box will appear, then use the “View” option to work with the selected accounts.
 
  
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== How to Sort Accounts ==
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In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSortAccounts How to Sort Accounts]
 
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By default, the account list is sorted alphabetically by account name in ascending order. You may choose to sort the list based upon any column heading by clicking on that heading. Clicking again on the same heading will toggle between ascending and descending order. A small arrow pointing up or down will indicate the column on which the list is currently sorted.
 
  
 
== How to Delete an Account ==  
 
== How to Delete an Account ==  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]  
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Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button.  
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Accounts may be deleted in the accounts list view or from the Account detail screen.
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== How to Add an Account Contact ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
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You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.
  
 
== How to View Contacts within an Account ==  
 
== How to View Contacts within an Account ==  
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== How to View All Contacts from All Accounts ==
 
== How to View All Contacts from All Accounts ==
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]  
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]  
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You may view all contacts from all accounts by clicking on the “Contacts” option in the Accounts Module Action panel.  
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You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.
  
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== How to Add an Additional Contact ==
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== How to View a List of Teams ==
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]  
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
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Click on the account listing for which you wish to add a con-tact. When the detail information dialog appears, click on the “New Contact” button, When the “New Contact” dialog appears, enter available information in the fields provided.  
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Commence On Demand supports the concept of '''Teams''' and/or territories. There are a few specific modules within Commence where Teams are used. These modules include Accounts, Sales Opportunities, Leads, Projects. When running reports for these modules, the data can be grouped by Teams. Team analytics are also available for Sales data.
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== How to Add a Contact without an Account ==
 
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddaContactwithoutanAccount How to Add a Contact without an Account]
 
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You may also wish to create an “Account” titled “Personal Contacts”, for example, for easy access to miscellaneous personal contacts not associated with an account. Leave the address blank for the account and add all addresses to individual contacts in the Contacts Related View.  
 
  
 
== How to Set Up a New Team ==
 
== How to Set Up a New Team ==
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
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Teams, allow you to create groups of people inside and outside of your company that may be working on an opportunity or project. Set up a new team by clicking on the “Teams” button from within the “Accounts Module” screen. Next, select “New” and this will bring you to the “Team Details” screen. Then, fill in available information in the fields provided.  
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You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.
  
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== How to View a List of Teams ==
 
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
 
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First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.
 
  
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== How to Work With Teams ==
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Return to [[Commence OnDemand User Help]]
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* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoWorkWithTeams How to Work With Teams]
 
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Commence On-Demand supports the concept of “Teams” and/or team selling. There are a few specific modules within Commence that Teams are used. These modules include Ac-counts, Sales Opportunities, Leads, and Projects. Members as-signed to a team can share information associated to a specific sales opportunity, lead, account, or project.
 

Latest revision as of 19:53, 7 June 2013

Maintaining account and contact information is central to every On Demand activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The Sales, Leads, Marketing, Support, and Calendar functions all revolve around your accounts.

In most cases, entering account information is the first thing you will want to do as a new On Demand user.

ScreenHunter 02 Sep. 25 13.38.jpg


How to Set Up a New Account

You set up a new account by clicking the New button on the Accounts screen. Then fill in available information in the fields provided.

How to View a List of Accounts

On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the Accounts module tab, the list of your accounts displays.

How to View Account Detail

On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.

How to Sort Accounts

In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.

How to Delete an Account

Accounts may be deleted in the accounts list view or from the Account detail screen.

How to Add an Account Contact

You add contacts for an account from the Related Info section of the Accounts Detail screen.

How to View Contacts within an Account

An account’s contacts are listed as part of that account’s detail information.

How to View All Contacts from All Accounts

You may view all contacts from all accounts from Home section in the Accounts module.

How to View a List of Teams

Commence On Demand supports the concept of Teams and/or territories. There are a few specific modules within Commence where Teams are used. These modules include Accounts, Sales Opportunities, Leads, Projects. When running reports for these modules, the data can be grouped by Teams. Team analytics are also available for Sales data.

How to Set Up a New Team

You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.


Return to Commence OnDemand User Help

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