Add-an-Account

To complete this procedure; you must have Insert permission for Accounts.

Every Account in Maximizer is associated with an Contact List entry.

1. Click on the Contact List entry. In Details tab go to Actions > Create an Account

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1. In the Contact List page; select Actions > Create an Account.

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In the Contact List page; right-click and select Create an Account.

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In the Contact List ; select the Accounts following tab; and select the Add icon.

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In the Hotlist page; select the Details following tab; and under Actions; select Create an Account.

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In the Accounts page; select Edit Add Account.

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In the Accounts page; right-click and select Add Account.

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In the Accounts page; click and select + New Account.

• The Details following tab opens in the Accounts page.

1. Specify the basic fields for the Account.

• Enter the Account Objective. The objective should describe the goal of this Account.
• Select the applicable Products/Services and Categories.
• Enter the Description of the Account.
• Under Account Analysis; select a Process; Stage and Confidence Rating for the Account.

1. From the Key Fields for drop-down list; select a Key Fields list; and enter values for the fields in the list.

1. Click Save.