Accounts are your organization’s advertisers, agencies, partners or competitors. Each account stores information such as name, address, and phone numbers, classification information like industry, annual revenue or KPI – Key Performance Indicators like turnover information of your agencies and clients.
ADvendio offers standard fields in order to categorize your agencies or advertisers like turnover or the number of employees of your client. You can create your own user-defined fields anytime without any coding knowledge.
The account’s tab displays a home page that lets you quickly create and locate all types of accounts. You can also sort and filter your accounts using standard and custom list views which can be stored for re-use. In addition, this tab lets you view and edit detailed information on each account to which you have access.
The account’s list page displays a list of accounts in your current view. From this page, you can select an account, view the detailed information provided and access other related information. It is also a start point in order create new records. For each account, you can store related information such as media campaigns, activities, contacts, notes and you can refer to other accounts to show partnerships. so you have the possibility to see with which partners you work together. All of these information enable you to have a 360° view of your clients.
The lower part of the page provides information related to the account, including contacts, activities, media campaigns, partners, contracts, attachments and notes. You can click on all the items to display detailed information.
An account has the following standard fields:
|Account Name||Name of company|
|Account Owner||Assigned owner of the account|
|Account Record Type||Name of the field that determines which picklist values are available for the record|
|Billing Address||Address used for billing|
|Created By||User who created the account, including creation date and time|
|Employees||Number of people employed by the account|
|Industry||Entry is selected from a picklist of available values|
|Parent Account||Parent company for companies that are subsidiaries of a larger company or organization|
|Phone||Primary phone number of the account|
|Fax||Primary fax number of the account|
|Shipping Address||Primary mailing or shipping address of the account|
|Custom Links||List of custom links for accounts|
|Website||URL of the account’s website|
|Annual Revenue||Amount of annual reported revenue|
|Customer Priority||You can distinguish between low, medium and high|
|Description||Description of the account|
This video shows you how to create an account.