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   To enter or update a company profile:

1. Select the Company Profile sub tab.

2. Enter overview information in the Statistics region such as the number of employees, year established, and type of relationship.

3. Select the relationship you have with this account:

Customer: This company has purchased product from you in the past.

Prospect: This company has not purchased product from you.

Since an account is a company at a particular address, an account can either be a prospect or a customer. If any account associated with the same company places an order with your enterprise, all accounts under that company are customers. If no account under a company has placed an order, all accounts are designated as prospects.

4. Enter financial information about this account in the Fiscal Information region.

If you are entering an account that is a new address for an existing company, the account inherits the previously existing fiscal information from its company. You can change information for this account if it differs from the previous listing.

5. The Charter region is a free-form text field where you can enter a summary of an account's business purpose. Your enterprise may have standards for the type of information that you enter here.

6. You can further classify this account as either:

Competitor: This account competes with your enterprise.

Use as Reference: This account has agreed to be a reference for your product.

Sales Partner: This account is a reseller, dealer, or other sales partner.

Do Not Mail: If you check this check box, this account will not be included in any mail campaigns.

7. Choose Save on the toolbar to add the account's company profile to the database.