Working with an Account

Adding an Account

Before you add a Deal, you must add an account. You cannot create a Deal if you do not have an account to associate with the deal. You can have multiple deals associated with one account. You can add or edit an account only if you are assigned the role of an account executive. If you are a team member, you can only view the account or Deal details.

iOS (iPhone/iPad) Users:

To add an account, perform the following steps:

• On the Landing page, tap .
• The All Deals popup appears. Tap the  next to All Deals.
• The Add Deal form appears. In the Deal Name box, type the deal name.
• Tap Account Name.
• The Accounts list appears. Click .
• The Add Account frorm appears. In the Account Name box, type the name of the account.

•   Enter the required data in the remaining fields and click Save.

Android Users:

To add an account, perform the following steps:

• On the Landing Page, tap  "+" next to All Deals.
• The Add Deal form appears. In the Deal Name box, type the deal name.
• Tap Account Name.
• The Accounts list appears. Click .
• The Add Account form appears. In the Account Name box, type the name of the account.
• Enter the required data in the remaining fields and click Save.

HTML5 Users:

To add an account, perform the following steps:

• On the Landing page, click .
• The All Deals page appears. Click the  next to All Deals.
• The Add Deal page appears. In the Deal Name box, type the deal name.
• Click Account Name.
• The Accounts window appears. Click .
• The Add Account window appears. In the Account Name box, type the name of the account.

• Enter the required data in the remaining fields and click Save.
  Note: Click Cancel to return without saving the data. A warning message appears informing you that all data will be discarded.

• The account created successfully message appears. Click OK to return to the Add Deal page.

Editing an Account

You can make changes to an account, if required using the edit account feature. You can edit an account only if you are the account executive. If you are a member, you cannot edit an account and the  will not be visible to you. As an account executive, you can edit any fields on the Edit Account page.

To edit an account, perform the following steps:

• On the Landing page, click . The All Deals window appears.
• Click  next to the deal you want to edit.
• The Edit Deal page appears. Click the Account Name field.
• The Accounts window appears. Click next to the account you want to edit.
• The Edit Account window appears. In the Account Name box, type a new account name.
  Note: You will have to update the company Web site and company image once you change the account name.

• If required, edit other fields and click Save.
  Note: Click Cancel to return without saving the data. A warning message appears informing you that all data will be discarded.

• The account updated successfully message appears. Click OK to return to the Edit Deal page.  

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