Accounts

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.

How to Set Up a New Account

• 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

• 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

• 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

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

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

How to Add an Account Contact

• How to Add an Additional Contact

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

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

How to View All Contacts from All Accounts

• 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 Set Up a New Team

• How to Set Up a New Team

The Teams feature allows you to create groups of people inside and outside of your company that may be working together on an opportunity or project.

How to View a List of Teams

• How to View a List of Teams

You can view a list of teams from the Accounts module.

How to Work With Teams

• How to Work With Teams

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.