Account information is closely related to information about contacts and prospects, and is similar to information about households. Later chapters in this guide provide more detailed information about how to use the Contacts, Prospects, and Households screens.

This chapter describes how call center agents can use the Accounts screen to record information about companies and other organizations that interact with your company. It includes the following topics:

• Managing Business Data with the Accounts Screen
• Scenario for Accounts
• End-User Procedures for Accounts
• Creating an Account
• Adding Contacts to an Account
• Sending Account Information to an External System