1.1.1 Create Accounts

In an account record, you store data about companies, organizations or clients. Here you manage your Agencies and Advertisers. You can also enter data about partners or competitors.  Contacts and accounts are the main CRM component in ADvendio.com. Employees  by of those companies are managed as the account's "contacts".

Create a New Account

1. Navigate to Accounts:

   • From the Salesforce homepage, click on the "Accounts" tab in the navigation bar.
     
     

2. Start Adding a New Account:

   • Click the "New" button located on the right side of the screen.

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3. Select Account Type:

   • In order to classify your account records, there are different types you choose from when you first create a record. The types Agency, Client, Intermediary, and Competitor are available. Depending on the record type, different fields and functions are available. For example, you cannot list media campaigns under a competitor. Choose the appropriate record type for the new account. For example, select "Account - Client" for a client account. Click "Next."

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4. Fill in Account Information:

   • Enter the required details in the "New Account: Account - Client" form. Fill in fields such as "Account Name," "Phone," "Website," address information”, and other necessary informations.

5. Save the New Account:

   • After completing the form, click the "Save" button to create the new account. You can also choose "Save & New" if you need to add another account immediately.

Revenue information in the account is based on the account's media campaigns. If media campaigns exist, these fields will be filled out automatically. As a result, manually entered values may be overwritten by revenue amounts stated in media campaigns. You can find more information on our wiki page: 2.1.7 Account Revenues/Turnover