CRM Accounts 

CRM accounts are the enterprises with whom you have opportunities or deals with. CRM Account is necessary to create a deal. Each CRM Account has following fields 

• Name (mandatory)
• Contact Email 
• Phone Number
• Postal Address (Country mandatory)
• Website
• Description 
• Type 
• Industry vertical 
• Annual Revenue
• Number of employees
• Logo image 

Using the  menu in the navigation bar you can 

• list CRM accounts you are connected with 
• add a new CRM account 
• import from underlying CRM
• edit CRM accounts (only those you have created) 

When adding a deal you will be 

• asked to select an existing CRM Account to associate the deal with 

 When viewing the executive dashboard you can 

• sort the pipeline by CRM Accounts associated with the various deals. 

Listing CRM Accounts:

You can list the CRM accounts which you have created or you are connected with because of the deals you are involved in. 

To list CRM Accounts 

• click on  menu in the navigation bar
• it displays list like this 
• 
• note - the Edit link is available only for accounts you have created. 

Adding CRM Accounts:

You can add CRM Account before adding a deal. 

To add CRM Account

• click on  menu in the navigation bar
• click on  in the crm account list it displays 
• the add account form appears 
• 
• enter the necessary information 
• click on save. 

Editing CRM Accounts:

You can edit CRM Accounts which you have created.

To edit CRM Account

• click on  menu in the navigation bar
• The account list appears 
• click on  icon besides the account you want to edit 
• The edit account form appears
• make the necessary changes 
• click on save. 

Using the CRM Account:

When you create a new deal in DealWall you will be asked to select a CRM Account for that deal or you can create a new one at that time. For more details click here.

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