Creating Accounts & Contacts

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Add Title

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

SalesStack Dashboard

From the Site Map, navigate to Accounts

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

New Account

From the Account view, click the '+New' button found on the ribbon.

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Enter Account Information

Enter required fields including:

  • Account Name
  • First Touch Source
  • First Touch Details.

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

First Touch Lead Source

First Touch Source is important information in attributing leads

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

First Touch Details

Click Save will save the record.

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Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Creating a Contact

Click the Contact tab to see a list of contacts.  As this is a new account you will create a new contact automatically associating the new contact to this newly created account.

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Next
Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Create a Contact

Click the '+New Contact' button,  A quick create flyout window appears.

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Next
Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Create a Contact

Enter required information on the contact form.

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Next
Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Save Contact Record

Click Save and Close, or the little arrow allows you to select 'Save and New' to add additional contacts.

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Prev
Next
Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form

Back to Summary

Click the Summary tab to return to the Account's main form.

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Next
Steps
  • SalesStack Dashboard
  • New Account
  • Enter Account Information
  • First Touch Lead Source
  • First Touch Details
  • Creating a Contact
  • Create a Contact
  • Create a Contact
  • Save Contact Record
  • Back to Summary
  • Overview of Account form
1

Timeline tab will show all activities associated to the account including emails or phone calls to associated contacts, as well as any account changes.

2

Opportunities tab identifies any opportunities associated to the account.

3

View all projects

4

Subscriptions tab tells you what the customer owns and when the renewal is coming due.

5

View support cases

6

View invoices and invoice status

7

Relationship Type helps identify accounts as Active Customers or Prospects.

8

The Account Stage tells you where the account is in the Customer Lifecycle. The stage will move along automatically, or with manual intervention.

Overview of Account form

Click to continue