Creating Customer Accounts

Accounts are records that represent an end customer. In Unifyr One, accounts allow you to associate customers with one or more partners. This allows you to reduce interference between partners. 

1. Navigate to Leads & Deals > Accounts
2. Click Create Account.

3. Provide this information as applicable:

   Parameter	Type	Description
   Account Name	Text	Provide a meaningful name for this account. This is usually the name of the individual or business.
   Partner Access	Multiselect List	Select the partners who are associated with leads, opportunities, or deals registered with this account.
   Description	Text	Enter the key information about this account such as industry focus, etc.
   Website	Text	Provide the URL of the partner's corporate webpage.
   Account Type	Text	This value allows you to enter Account Types that are either in line with your CRM defaults or correspond to your requirements.
   Industry	Text	The vertical markets served by this account holder.
   Phone	Number	A contact phone number for the account.
   SIC Code	Number	The Standard Industrial Classification number (USA). This is a four-digit code that designates an area of economic activity. For more information, see Standard Industrial Classification (wikipedia)
   Number of Employees	Number	The approximate number of staff for this account holder.
   Address	Text	Building number and street name of the account holder.
   City	Text	City where the account holder operates.
   State	Text	State where the holder operates. This field can also be used to enter the county, province, or other regional designations for non-USA addresses.
   Postal Code	Text	An alphanumeric string. The format will differ between countries.
   Country	Dropdown List	The country where the account holder is located.
   Custom Fields		[Optional] Fields that you have made available on the Account Admin form.

4. Click Save.