Overview
Use the Accounts module to create and manage customer Accounts for your organization.
An Account contains your customer information such as name and address. Each Account can be associated with other records such as Opportunities and Contacts.
Account actions
The Actions bar on the Accounts tab displays the following options:
Create Account. Click this option to create a new Account.
Accounts. Click this option to view a list of existing Accounts.
Import. Click this option to import Account information from external systems and data sources. For more information, seeImporting Data.
Creating Accounts
You can create Accounts in Sugar, or you can import them into Sugar using a comma-delimited, tab-delimited, or custom delimited file.
To create an Account
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Select Create Account from the Actions bar on the Accounts tab.
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Or, click the Create Account icon in the Shortcuts Bar, and add additional information after you save the form.
Or, click the Create icon on any page within the Accounts module.
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Enter the following information in the Account Overview section:
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Account Name. Enter a name for the account.
Website. Enter the URL for the organization’s website.
Office Phone. Enter the office phone number.
Fax. Enter the fax number for the organization.
Address. Enter the billing and shipping addresses. To copy the Billing Address to the Shipping Address section, select the Copy address from left checkbox.
Email Address: Enter the primary email address for the account. To add additional email addresses for your contacts and campaign targets within the organization, click the Add icon. To indicate the primary email address, select Primary. If you sent campaign emails to this contact and the individual chose to opt-out of receiving them, select Opted Out. If the email is incorrect, select Invalid.
Description: Enter a brief description for the lead.
Enter the following information in the More Information section:
Type. Enter the account category such as Customer or Partner.
Annual Revenue. Enter the annual revenue for the organization.
SIC Code. Enter the Standard Industrial Classification code that indicates your organization’s type of business.
Member of. Enter the names of organizations associated with the account.
Campaign. To target the account for a marketing campaign, click Select and choose an existing campaign.
Industry. From this drop-down list, select the industrial sector to which the account belongs.
Employees. Enter the number of employees in the organization.
Ticker Symbol. Enter the stock ticker symbol for the organization.
Ownership. Specify the owner information.
Rating. Enter the organization’s rating in the industry.
Specify the following information in the Other section:
Assigned to. Enter the name of the individual you want to assign to the account or click Select to choose from the User List. By default, this record is assigned to you.
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Click Save to save the new account information; click Cancel to exit the page without saving the information.
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Managing Accounts
Managing Accounts includes tasks such as adding, editing, and deleting Accounts.
To view and manage Accounts
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To sort the Accounts List View, click any column title which has the
 icon beside it; to reverse the sort order, click the column title again. |
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To edit or delete information related to multiple accounts, select multiple records in the Accounts List View and click the Mass Update link in the Actions drop-down list. For more information, see To edit or delete multiple records.
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To import records, select Import Accounts from the Actions bar on the Accounts tab. For more information on importing data, see Importing Data.
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To export records, select the records from the Accounts List View, click the Export link in the Actions drop-down list and follow the process described in Exporting Data.
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To add one or more accounts to a campaign target list, select them in the List View, click Add to Target List in theActions drop-down list, and select the list from the TargetListspop-up box.
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To view account information, click the record’s name in the List View. This displays sub-panels for related records such as Activities, History, Contacts, Opportunities, and Leads on the Detail View. You can create new records or edit existing ones.
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To edit an account, click Edit on the Detail View page, make the necessary changes, and click Save.
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To pull in data from data sources such as Google, select the data source from the account’s Detail View. For more information on data services, see Integrating data from external sources.
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To merge duplicates, select the records from the Accounts List View, click the Merge link in the Actions drop-down list, and follow the process described in Merging Duplicate Records.
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To archive a related email, scroll down to the History sub-panel in the Detail View where related emails are listed and click Archive Email. This displays the Create Archived Email form. Copy-paste information related to the email into this form to save it for your records.
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To copy the account’s billing or shipping address to the associated contact records, in the Edit View, click the Copybutton, select one or more contacts and click Copy Address to Checked Contacts.
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To duplicate an account, click Duplicate on the Detail View page and click Save.
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This duplicates the account and displays its Detail View page. Duplication is a convenient way of creating a similar account. You can change the information in the duplicate record to create a new account.
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To delete the account, click Delete on the Detail View page.
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To track changes in the account record, click View Change Log on the account’s Detail View page.
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To view or manage related records in a sub-panel, see To manage related information in sub-panels.
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