AccountManager Accounts

UpdatedJune 21, 2023

ByKrystyana Greaves

Account Profiles store all the information about a particular company. They can be shared by all the users of an AccountManager database, but your AccountManager Administrator may have set certain restrictions in place, such as allowing field salespeople to only see their own customers, or only allowing certain people to edit principal account profiles.

The Header section of the account profile contains basic information such as company name, address and phone number. The detail tabs can be filled out with additional information about the account, if desired. The embedded view at the bottom can be manipulated to show a variety of information such as key contacts, additional locations of the account, account numbers or multipliers, depending on your configuration.

Creating Accounts

Open the AccountManager database, and click on the “New Account” button found above most views. A blank Account Profile will open.
In the header section, fill in the basic information such as company name, address and phone/fax numbers.
On the “Account Info” detail tab, click on the “Account Manager” hyperlink to select the appropriate account manager(s) for this account.
Also on the “Account Info” tab, click on the “Account Type” hyperlink to select the appropriate account type.
You may “Save” and “Close” the account profile at this point, or continue entering additional information on the detail tabs first.

Account Profile Field Descriptions

(Note: The fields available on your account profiles may vary from those in the example, depending upon your company’s configuration. See your AccountManager administrator with any questions.)

Button Name	Usage
Close	Closes the account profile.
Edit/Save (toggles between)	Edit – Enables the ability to edit the account profile. No changes can be made until the Edit button is clicked. Save – Saves the account profile.
New	Contact – Opens a new Contact Profile for this account. Action Item – Opens a new Action Item for this account. Meeting – Opens a new Meeting document for this account. Note – Opens a new Note for this account. (“Notes” are not reportable, or linked to any other documents. They are best utilized as a place to store information such as contract information, shipping account numbers, driving directions or other similar information) Location – Opens a new Location document for this account. Multiplier – Enables entry of a principal-specific multiplier for this account. Account Number – Opens a dialog box where an account number for a specific principal can be entered (could be optionally used in conjunction with SalesAnalysis) Opportunity – Opens a new Opportunity profile for this account. Sample – Opens a new Sample request for this account. Quote – Opens a new Quotation for this account. RFQ – Opens a new Request For Quotation for this account. Registration – Opens a new Registration for this account. Design Win – Opens a new Design Win for this account.
Web	Web Site – Launches your web browser application and opens the Website entered on the account profile. Road Map – Launches your web browser application, performs an online map search based on the Address entered on the account profile, and displays the results. News Search – Launches your web browser application, performs an online finance news search based on the Stock Symbol entered on the account profile, and displays the results. Stock Search – Launches your web browser application, performs an online finance stock search based on the Stock Symbol entered on the account profile, and displays the results
Notify	Opens a dialog box in which you can enter a comment and then send it in a notification email to the account manager(s) assigned to the account. (Lotus Notes email users only).
Sales	Displays SalesAnalysis data in the Embedded View area for this account. Billings, in thousands of dollars, by year and month.
View	Account Numbers – Displays the principal specific account numbers in the Embedded View. CRM Profiles – Displays the CRM Profiles associated with the Account. Key Contacts – Displays the Key Contacts for this account in the Embedded View (default). Locations – Displays other Locations of this account in the Embedded View. Multipliers – Displays the principal specific multipliers values in the Embedded View.
Snapshot Report	Launches Microsoft Excel, and generates a report displaying pertinent information for this account, such as address, phone, key Contacts, and open opportunities, quotes, and samples. Designed to be helpful if printed before visiting an account.
Related Documents	Used to choose which types of related documents you wish to have displayed in the embedded view on the right hand side of the Account profile. Choose between “All documents” at once, or just one type of document at a time, such as Contacts or Opportunities.
Create CRM Profile	Creates a new CRM Profile that is used to manage information related to the Principal’s CRM software.

Header Section:

Field Names	Description
Company	Company’s name
Division	Company’s division (if applicable)
Location	Company’s location (if applicable. See additional Help topics on “Locations” for further information on the Locations field and feature).
Phone	Company’s main telephone number (clicking the “Phone” button can dial the phone number if you have Windows dialer, or Skype Out configured on your computer. See your administrator with questions).
Fax	Company’s main fax number
CC	Company’s country code
Website	Company’s web site address
Address	Company’s postal address. Two fields provided to accommodate Address1 (i.e. street address) and Address2 (i.e. building or suite #).
City	Company’s city
State/Province	Company’s state or province (can be configured as a clickable hyperlink by your administrator, to allow for selection from a list).
Zip/Postal Code	Company’s zip code or postal code.
Country	Company’s country (can be configured as a clickable hyperlink by your administrator, to allow for selection from a list).

“Account Info” Detail Tab (fields displayed are based on configuration):

Field Name	Description
Account Manager	Field/Outside salesperson assigned to this account. (Click the hyperlink to select one or more salespeople. In some configurations, this assignment may govern whether an individual can see and access this account profile).
Inside Sales	Inside sales or customer service person assigned to this account. (Click the hyperlink to select. This field is informational only, and does not govern visibility or access to the account profile).
Status	Status of the account. (Click the hyperlink to select. Choices are populated by your AccountManager Administrator).
Industry	Industry or market segment of the account. (Click the hyperlink to select. Choices are populated by your AccountManager Administrator).
Employees	Number of employees at this company.
Account Type	The company’s business type and relationship to your organization. Choices include: CEM – Contract manufacturer accounts Distributor – Distributor account End Customer – OEM or End User or End Customers accounts Personal – Personal accounts (only visible to the creator) Principal – Represented manufacturer account Representative – Other manufacturers’ representative accounts Supplier – Supplier accounts Custom Account Types – Your AccountManager administrator may include up to two (2) additional account types of their choosing
Category	Internal category of the account. (Click the hyperlink to select. Choices are populated by your AccountManager Administrator).
Territory	Territory this company falls into. (Click the hyperlink to select. Choices are populated by your AccountManager Administrator).
Stock Symbol	Stock symbol for the account if applicable. Used for news/stock searches.
Key Account	Used primarily in forecasting. Only Key Accounts are named in a forecast view, others fall under ROW (Rest Of World). To display Key Account field enable ROW support in the Configuration Profile Business Doc/Forecasting tab.

“Background” Detail Tab

Field Name	Description
Primary Business Focus	Major line of business for the company.
Secondary Business Focus	Any secondary or minor lines of business for the company.
End Products	The end products, program names, or trademark names produced by this company
Distributor Partners	Distributors with whom the company has a strategic relationship.
CEM Partners	Contract manufacturers with whom the company has a strategic relationship.
Lines	Principals/Manufacturers this company purchases from you.

“Misc” Detail Tab:

Field Name	Description
Comments	Additional comments or information that was not appropriate in other fields. Click the hyperlink to preface the comments with your name, date and time the comment was entered.
Attachements	Files attached to this account profile. Can also be used to store other URL’s or web site addresses relative to the account.

Embedded View:

The embedded view displays a variety of linked documents to the account. Use the “View” button above the title bar to switch between information such as key contacts, additional locations of the account, account numbers or multipliers, depending on your access and configuration.

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