Customer Account

In Business to Business (B2B) industries, an Account represents a Company in which your organization is currently doing business with or is planning to do business with in the future.

In Sellution there are two types of accounts, Customer Accounts and Vendor Accounts. Each of these allow you to create contacts that are related to the account.

In this article:

  • Getting Started
  • Customer Account List
  • New Customer Account
  • Profile Section
  • Address Section
  • Social Media Section
  • Notes Section

Getting Started

From the Launchpad click on on the CRM Module.

From the left menu click Contacts.

A new menu of the different contact types will appear, choose Customer Account.

You will now see a list of Customer Accounts.

Customer Account List

The Customer Account list can be sorted by clicking on the column headers. You can also adjust the amount of contacts per page from the footer menu.

The footer has additional controls to manage your list. You can learn more about the paging controls here.

New Customer Account

To create a new Customer Account click the New button.

You will be take to the Customer Account Detail page.

On the detail page you will notice several sections for:

  • Profile
  • Phone
  • Address
  • Social Media
  • Notes

Each section on the Customer Account detail page is collapsible so you can optimize your screen real estate.

Profile Section

Account Name

The name of the organization that you do business with or plan on doing business with in the future.

Description

A short description of the organization.

Year Founded

The year the organization was founded

Annual Revenue

The annual revenue for the organization.

Account Status

Is the company a current customer, past customer, or non-customer. This menu will dynamically select past customer if there are purchases from any of the contacts related to the organization.

Prospect Status

The prospect status can be either prospect, non-prospect, lost prospect. Prospect indicates whether there is currently an open new deal with the organization. When the deal is closed won. The the prospect status with move to non-prospect. If the deal is closed lost the status will move to lost-prospect.

Business Classification

Each organization can be classified. Build your own classification types by clicking on the drop down menu and clicking Add. A pop up will emerge and you will be able to add to the list a new classification type.

Primary & Secondary Email

Store your general contacts email address so you can easily communicate with them through Sellutions email tools.

Website

Store your general contacts website url.

Email Marketing

This check box will dynamically be selected when individuals opt in to your campaign with a corresponding email address. You can manually uncheck the box to remove them from your campaigns.

Account Representative

By default the person who creates an account is assigned as the representative to that account. However, you can change this from the drop down menu. If you change the representative the account a notification will be sent to the new representative and you will no longer have access to the account. If you would like to regain access you will need the new representative to assign you as the account representative.

Phone Section

Here you can add as many phone numbers for each contact as you would like.

Simply click the Add button. A pop up will emerge with a drop down menu to specify the type of phone number and additional fields for the country code, phone number, and extension.

Address Section

Easily add as many addresses for your customer contact. Sellution syncs with Google Maps to identify the coordinates of the address and return a snapshot of the location.

To add an address click the Add button. A pop up will emerge with a drop down menu to specify the type of address.

Click Save to insert a new address record.Type your text

Social Media Section

To add a social media link, click the Add button.

A pop up will emerge with a drop down menu with the available social media platforms.

If you would like to add a new one you can go to settings>list management>social media type to add new ones.

Notes

Use the notes section to add additional details about the general contact.

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