Create and Edit Accounts

As a sales manager or a sales administrator, you can create or edit accounts, associate price books and assortments, and enable distributor.

You can source products from an account or its distributors. Here's how you can create an account

1. Go to Accounts > Create.

2. Enter the details such as primary contact, URL, currency.

3. Select a price book and assortment from the available list.

4. Select the required print templates

5. Select Segment to manage your accounts by the segments such as an individual division or market for operational efficiency.

6. Specify a field sales representative as the owner of the account.

7. Click Save and Close.

To edit accounts:

1. On the springboard, click Accounts.

2. Click a link to edit an account and make your changes.

3. Click Save and Close.