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Account Management

Managing your accounts, vendors, partners and suppliers is a vital part of your day to day business. With Cirrus Shield CRM you can see everything about a account, from background, contact, communications history and important dates, to any projects or opportunities in which they have participated.

1. Create Accounts into Cirrus Shield

In Cirrus Shield, you can create account in 4 different way:

Completing manually the Account form.Importing Account using our import tools : Import Wizard or Data Manager.Capturing Account online directly from Web-to-Account form.Converting Lead to Account by clicking on the Convert Button.

To Create a new Account:

1. Go to the Account tab.

2. Click on New to create a new Account.

3. Fill the Account form.

4. Click Save.

To Clone an Account:

1. Click on an Account (the blue link)

2. Click on the Clone button.

3. In the new page, Modify the required fields.

4. Click Save.

Note that by default the person who creates the account will be the owner. To change the owner, click on the owner field and select another user.

Related Topics:

Manage List Views | Importing Contact | Associate Account

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