Create an account

All Creatio products

All information about customer companies, partners, contractors or suppliers, or competitors in Creatio is stored in one place, up-to-date, and easily accessible at any time.

Use the Accounts section of Creatio to keep a record of contact data, track connections between companies, group companies by various criteria, and analyze the relevant statistics. For example, the data on the number of employees can be used to estimate the size of the company.

Note. The term “account” corresponds to “legal entity” in Financial Services Creatio products. Legal entities include customer companies, partners, competitor banks, subsidiaries, and branches of your bank, as well as insurance companies that you interact with. The Accounts section corresponds to the Legal entities section in Financial Services Creatio products.

In Creatio, an account can be:

  • added manually
  • imported from Excel
  • saved manually or automatically during lead qualification (available in Sales Creatio and Marketing Creatio)

To add a new account record:

  1. Open the Accounts section.
  2. Click New account.
  3. In the opened window, fill out the account profile:
    Name The official name of the company. The field is required.
    Primary phone The primary phone number for contacting this company.
    Primary contact Name of the main contact person for the account, for example, the manager that you work with.
    Web Company web-site.
  4. Click Save.
    As a result, the contact record will appear in the section list. To add more account data, select the record in the section list, and click Open.
  5. On the page that opens, add a logo of the account to display on the account page, the section list, and the feed. To add a logo, click btn_add_userpic.png and upload the photo using the standard file selection window. We recommend uploading a square image (aspect ratio: 1:1). Click btn_delete_userpic.png to remove the photo. If you mouse over the photo area, the buttons will become visible.
  6. Provide the account data on the record page:
    Type Type of the account depending on its relations with your company, such as “Customer”, “Partner” or “Supplier.”
    The account types can be used for filtering in other fields, so we do not recommend deleting the values from the Account types lookup.
    Owner The Creatio user, responsible for working with the account.
    Category The category of account defines how important the account is for your company. For example, “A“ – top importance, “D“ – low importance.
    Industry The field that the account operates in, for example, “IT company,” “Business services,” or “Manufacturing and distribution.”
    Price list

    A personal price list is used for orders where the current account is the customer. By default, the Price list field is hidden on the account page. You can add the field to a record profile or any of the record tabs (e.g., the General information tab), using the Section Wizard. Learn more about adding fields to record pages in the “Set up page fields” article.

    You can find the values for the Price list field in the Price lists lookup. The prices for each price list are specified in the Prices detail of the Prices and availability tab on the product page. Learn more about using price lists in the “Manage prices” article.

    The field is available in Sales Creatio, commerce edition, and Sales Creatio, enterprise edition.

  7. Populate the following fields on the General information tab:
    Alternate names Aliases or additional names of the account, for example, the abbreviation of the company name.
    Company code Code number of the account. It is used to distinguish companies with identical names. The account number is non-editable and is filled in automatically based on the specified template. Use the “Account number mask” system setting to customize auto numbering for the accounts.
  8. Specify more information about the account on the Categorization detail. The detail fields are displayed when you select the corresponding commands in the btn_chapter_mobile_wizard_new_role.png menu.
    No. of employees The approximate number of employees in the company, for example, “51–100” or “501–1000.”
    Business entity Type of legal entity of the company, for example, “LLP”, “Ltd.”, or “Inc.”
    Annual revenue Possible annual revenue ranges for companies, for example, “15–20 million” or “20–30 million.”
  9. Specify the addresses and communication options of the contact. Learn more in the “Manage contact communication options” article.
  10. Specify the payment details of the company on the Banking details detail. The detail fields are displayed when you select the corresponding commands in the btn_chapter_mobile_wizard_new_role00001.png menu.
    Account Name of the company whose banking details are given. This is a non-editable field.
    Opportunity name Name or type of the account's banking information, for example, the “Main account.”
    Manager Names of the chief accountant and CEO of the company.
    Chief accountant
    Country Country of the banking details for the account If the selected country has a specific template for banking details in the Countries lookup, then this template will appear in the Banking details field.
    Banking details Complete information on the account's banking details, for example, account number, SWIFT number, ABA Code, etc.
    Description Additional information about the banking details,
  11. Add dates important for the account on the Noteworthy events detail. The detail fields are displayed when you select the corresponding commands in the btn_chapter_mobile_wizard_new_role00002.png menu.
    Type Type of the noteworthy event, for example, “Company day.” Defined when a record is added. You can change it afterward.
    Date Date of the noteworthy event.
  12. Navigate to the Contacts and structure to add information about the contact persons of the company and the organizational structure.
    1. To add information about the structure and departments of the company, click btn_chapter_mobile_wizard_new_role00003.png on the Organization structure detail and select one of the two options: Add root item, for example, a company department, or Add subordinate item, for example, a subordinate unit within a department.
      Account Name of the company for which the organizational structure is established. This is a non-editable field.
      Part of The division includes a specific department. This is a non-editable field. It is only displayed on the page of the division that has a parent element.
      Division Name of the company division. If you select a value in the Division field, this field will be populated with the selected value.
      Department Name of the company department.
      Manager Name of the division manager.
      Notes Additional information about the division.
    2. To add a new contact person to the account, click
      on the Contacts detail. As a result, a new contact page will open with the current account specified in the Account field. Once the page is saved, the Job experience detail will display the record about the contact's new place of work.
  13. Navigate to the Relationships tab to add relationships between the selected account and other accounts and contacts. Learn more in the “Create connections between companies and accounts” article.
  14. Click Save.

As a result, a new account record will be added to Creatio. Update the account information at any moment, for example, via data enrichment.