Commercial Account Management Features and Functions
Commercial accounts refer to the accounts held by companies and organizations.
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- Pre-configured accounts home page and data records
- Quick access to recently created, modified, or viewed account records
- Import tool that automatically creates account records from contact records
- Account record owner mass updates (for account reassignment)
- A "Quick Create" or "Save As" function (so a new account can be created with minimal input)
- Pre-configured account list views (account record subsets based on user-definable filter variables)
- Multiple account data record "layouts" can be defined to handle accounts with different processes and data needs
- Parent account designation can be used to build hierarchical relationships between various account records
- Account fields (such as account name or number) can be used as tokens within a URL to access other related Internet or intranet information
- An account record sharing model that supports account teams
- Duplicate account record merge
- Contact (people) data records can be associated with (hyperlinked to) account records
- Opportunity (deal) data records can be associated with (hyperlinked to) account records
- Open and closed activity data records can be associated with (hyperlinked to) account records
- Notes and file attachments can be associated with (hyperlinked to) account records
- Products in use data records can be associated with (hyperlinked to ) account records
- Case (service request) data records can be associated with (hyperlinked to) account records
- Contract data records can be associated with (hyperlinked to) account records
- Account team members can be associated with (hyperlinked to) account records
- A variety of predesigned account management reports are available for immediate use
- Predesigned account analytics (charts and graphs) are available for display on dashboards and reports
- Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information
- A contact "Org" chart builder can be used to indicate who reports to who within an account
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Account and Contact Management Features and Functions
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