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Profiling the Event Customer Account

When the customer contacts the sales representative, the sales representative researches and profiles the customer's account to determine if the account and the contact are already in the database and the status of the account. The account and contact are associated with the event opportunity when it is created.

You can use a variety of methods to verify that an account or contact exists in the system, and add the records if necessary:

• Accounts screen. Navigate to the Accounts screen and query for the account. If the account is not found, create an account record. For more information about creating and managing accounts, see Applications Administration Guide.
• Contacts screen. Navigate to the Contacts screen and query for the contact. If the contact is not found, create a contact record. For more information about creating and managing contacts, see Applications Administration Guide.
• Opportunity More Info form. In the Account and Contact Information section of the form, click the select buttons in the Account and Last Name fields, and then query for the account or contact. If the account or contact is not found, create the records.