Before you are able to create a lead or opportunity you must setup your accounts. However, the Accounts module enables you to manage several different account types. The accounts module enables you to manage the following accounts types:
||This account type is used for clients (Companies) that your and/or your organization provide services. This account type is appears in the account drop down for leads and opportunities|
||This account type is used for accounts that provide services and goods to support your organization.|
||This account type is used for accounts that have an agreement, affiliation and/or work closely with your organization to provide goods and services, but as separate entities.|
||This account type is used for accounts that your or your organization use as part of your supply chain to deliver goods or services|
- Log into MarketSpace
- Click on "Accounts"
- Click "New Account" to create a new account.
- Input the required account information.
- Click "Update"