What information can I find when viewing an account?

You can examine detailed account information, associated contacts, opportunities, historical assignments, and related tasks, notes, and documents. This provides a comprehensive overview of the account's engagement.

Who uses the account viewing feature?

Both UPM administrators and channel partners utilize this feature. Administrators gain comprehensive oversight, while partners manage accounts they engage with for leads and deals.

Why is accurate account data important?

Accurate and comprehensive account data is critical for effective lead and deal management. It ensures partners work with up-to-date information and helps prevent conflicts in deal registrations.

What actions can I perform from an account's detail page?

From the account detail page, you can edit, clone, delete, or assign the account. You can also add new contacts, opportunities, tasks, notes, or documents related to that account.

What is the primary purpose of the Accounts module?

The Accounts module serves as the foundational database for all customer and prospect organizations partners engage with. It provides a single source of truth for account details across the sales cycle.

View Account Details in the Prospect Module

Overview

The Accounts module within the Sell zone serves as the foundational database for all customer and prospect organizations that partners engage with. Accurate and comprehensive account data is critical for effective lead and deal management, ensuring that partners are working with up-to-date information and that deal registrations are free from conflicts. This module supports the entire sales cycle by providing a single source of truth for account details, which can be linked to leads, registered deals, co-sell requests, and opportunities.

Accessing and Searching Accounts

Click the account name Vantage Point Systems.

Viewing Account Details

This screen presents a comprehensive view of a specific account record, which represents a target company that can be either a prospect or an existing customer within the UPM platform. It consolidates all relevant information about the account, including its core profile, billing and shipping addresses, and a historical log of assignments to various users or partners. Additionally, it provides related lists for associated contacts, opportunities, tasks, notes, and documents, offering a centralized hub for managing all interactions and data points pertaining to this account. This detail view is crucial for administrators and channel managers to understand the full context of an account's engagement within the partner ecosystem, track its progress through the sales funnel, and manage collaborative activities.

Review the detailed information and related activities for the selected account.

Buttons

Button	Description
Edit	Allows editing the details of the current account.
Clone	Creates a duplicate of the current account record.
Delete	Removes the current account record from the system.
Assign To	Assigns the account to a specific user or partner.
Add	Adds a new contact associated with this account.
Add	Adds a new opportunity associated with this account.
Add	Adds a new task related to this account.
Add	Adds a new note for this account.
Add	Adds a new document to this account.

Account Information

Field	Description
Account Name	The official name of the account.
Account Type	The classification of the account, such as 'Distributor'.
Phone - Corporate	The primary corporate phone number for the account.
Other Phone	An alternative phone number for the account.
Phone - Fax	The fax number for the account.
Website	The official website URL for the account.
Employees (Number)	The number of employees at the account's organization.
Annual Revenue	The estimated annual revenue of the account's organization.
Industry	The industry sector to which the account belongs.
Ownership	Indicates who owns the account record, such as 'Distributor'.
SFID	A unique identifier for the account, potentially from an integrated CRM like Salesforce.

Billing Address

Field	Description
Billing Address Street	The street address for the account's billing location.
Billing Address City	The city for the account's billing location.
Billing Address Country	The country for the account's billing location.
Billing Address State	The state or province for the account's billing location.
Billing Address Zip/Postal Code	The zip or postal code for the account's billing location.

Shipping Address

Field	Description
Shipping Address Street	The street address for the account's shipping location.
Shipping Address City	The city for the account's shipping location.
Shipping Address Country	The country for the account's shipping location.
Shipping Address State	The state or province for the account's shipping location.
Shipping Address Zip/Postal Code	The zip or postal code for the account's shipping location.

Description

Field	Description
Description	A general description or notes about the account.

Accounts Assignment History

Column	Description
Action	Actions available for the assignment entry, such as viewing details.
Assignment Type	The type of assignment, such as 'User'.
Assigned By	The user who made the assignment.
Assigned To	The user or partner to whom the account was assigned.
Date Entered	The date and time when the assignment was recorded.

Tasks

Column	Description
Action	Actions available for the task entry, such as editing or deleting.
Task Name	The name or title of the task.
Start Date	The date and time when the task began.
Due Date	The date and time by which the task is expected to be completed.
Status	The current status of the task, such as 'Completed' or 'In Progress'.
Module Name	The module associated with the task, such as 'Opportunities' or 'Accounts'.

Notes

Column	Description
Action	Actions available for the note entry, such as editing or deleting.
Note Name	The title of the note.
Contents	The body text of the note.
Associated Record	The record to which the note is linked, if any.

View an Account

Overview

Accessing and Searching Accounts

Viewing Account Details