The account page

Click an account's name anywhere in the CRM to open its page. It brings together the account's details and everything related to it.

What you'll see

• Header — name, industry, website, and phone, with Edit and Delete buttons.
• Summary cards — Annual Revenue, Employees, number of Opportunities, and number of Support Cases.
• Address — shown when an address is set.
• Opportunities — each deal's name, stage, value, probability, and owner, newest first.
• Contacts — name, title, email, and phone for each person at the account.
• Support Cases — title, priority, status, who it is assigned to, and when it was created.

Add an opportunity from the account page

1. In the Opportunities section, click Add Opportunity.
2. Fill in the Opportunity Name and Deal Value ($). The account is already selected and cannot be changed here.
3. Optionally set Probability (%), Stage, Close Date, and Owner.
4. Click Add Opportunity. The new deal appears in the list and you stay on the account page.

Add contacts or cases for an account

To add a contact for this account, go to Contacts, click Create Contact, and choose the account in the Account field. To add a support case, go to Support Cases, click Create Case, and choose the account there. Both then appear on the account page.