{"id":490,"date":"2016-12-23T13:08:36","date_gmt":"2016-12-23T12:08:36","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/user-guide\/sales-automation\/accounts\/"},"modified":"2019-07-05T15:18:40","modified_gmt":"2019-07-05T14:18:40","slug":"accounts","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/sales-automation\/accounts\/","title":{"rendered":"Account Management"},"content":{"rendered":"

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.<\/p>\n

1. Create Accounts\u00a0into Cirrus Shield<\/h4>\n

In Cirrus Shield, you can create account in 4 different way:<\/p>\n

Completing manually\u00a0the Account form.Importing Account using our import tools :\u00a0Import Wizard or Data Manager<\/a>.Capturing Account online directly from Web-to-Account\u00a0form.Converting Lead to Account by clicking on the Convert Button<\/a>.<\/p>\n

To Create a new Account:<\/p>\n

1. Go to the Account\u00a0tab.<\/p>\n

2. Click on New to create a new Account.<\/p>\n

<\/p>\n

3. Fill the Account form.<\/p>\n

4. Click Save.<\/p>\n

To Clone an Account:<\/p>\n

1. Click on an Account (the blue link)<\/p>\n

2. Click on the Clone button.<\/p>\n

<\/p>\n

3. In the new page, Modify the required fields.<\/p>\n

4. Click Save.<\/p>\n

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.<\/p>\n

Related Topics:<\/h4>\n

Manage List Views<\/a> | Importing Contact<\/a>\u00a0| Associate Account<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":487,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-490","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/490","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=490"}],"version-history":[{"count":23,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/490\/revisions"}],"predecessor-version":[{"id":771,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/490\/revisions\/771"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/487"}],"next":[{"title":"Opportunity Management","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/sales-automation\/opportunities\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/491"}],"prev":[{"title":"Contact Management","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/sales-automation\/contact\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/489"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=490"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}