Accounts Overview

Accounts are the existing customers and prospects you do business with. You can store and organize the information about a customer or a prospect in an account record. Your sales team can use the information in the account records to interact with new and existing accounts, keeping your team informed and engaged with opportunities to build sales revenue.

From the Accounts work area, you can:

• View all of your accounts.

• View account information.

• Reach account contacts by email or phone, directly from the account.

• Track account conversations.

• Identify and create opportunities and leads.

• Expedite and close active deals.

• Identify and complete subscriptions.

• Create and resolve service requests.

This table highlights some of the key details:

Key Details	Description
Account basic details and size	Learn about the industry of an account and an account's location. View contact details, such as phone and email. Get the website address to browse and understand the business areas. Know the annual revenue and total employees to get an idea of how big the organization is.
Account health	View account news, such as environmental, marketing, or business events.
Selling opportunities	View assets. View total revenue generated from previous purchases. View active deals and new and in-progress quotes and orders. View closed service requests.
Decision-making contacts	View contacts associated with an account. Understand contacts' buying roles and affinities.
Past activities	View the date last contacted by email or phone. Get the details of an interaction and notes entered by the sales team.