Account
Represents a central place to manage prospects, customers, partners, resellers, vendors.
The Account business object represents an organization or individual your business has a relationship with. It provides a central place to manage prospects, customers, vendors, resellers, partners, and other business relationships.
Description
Use the Account object to maintain a complete business relationship profile throughout the sales lifecycle. It can track account roles, company information, contacts, opportunities, activities, invoices, location details, and key commercial metrics such as lifetime value, open deal value, and unpaid invoice amounts.
Included Fields
Account
- Account ID
- Account Name
- Account Role
- Account Type
- Status
- Logo
Company Profile
- Industry
- Number of Employees
- Company Size Categorization
- Annual Revenues
- Website
- HQ City
- HQ Country
- Timezone
Primary Contact
- Primary Contact Reference
Sales Metrics
- Lifetime Value
- New Business
- Expansion Business
- Open Deal Value
- Open Weighted Deal Value
Finance
- Unpaid Invoice Amounts
Address
- Street Address 1
- Street Address 2
- City
- State
- Country
Related Records
- Opportunity
- Activity
- Contacts
- Invoices
Other
- Notes
Common Uses
- Account Management: Maintain a centralized profile for organizations and individuals your business works with.
- CRM: Track prospects, customers, partners, resellers, vendors, and other relationships.
- Sales Pipeline: View opportunities and open deal values associated with an account.
- Relationship Management: Maintain contacts and activities alongside the account.
- Customer Value Tracking: Monitor lifetime value, new business, and expansion business.
- Financial Visibility: Track invoices and unpaid invoice amounts for the account.
Related Business Objects
Sales
Operations
Documents
Included Features
- Automatic Account ID generation
- Support for individual and organization accounts
- Multiple account roles
- Account status tracking
- Logo support
- Industry classification
- Company size tracking and categorization
- Annual revenue tracking
- Headquarters location and timezone tracking
- Primary Contact reference
- Contact attachments
- Opportunity attachments
- Activity attachments
- Invoice attachments
- Automatic lifetime value calculation from closed-won opportunities
- Automatic new business calculation
- Automatic expansion business calculation
- Automatic open deal value calculation
- Automatic weighted deal value calculation
- Automatic unpaid invoice amount calculation
- Rich text notes