Create an account
In Creatio, an account can be:
- added manually
- imported from an *.xlsx file
- saved manually or automatically during lead qualification (available in Sales Creatio and Marketing Creatio)
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 with which you interact. The Accounts section corresponds to the Legal entities section in Financial Services Creatio products.
To add an account record manually:
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Open the Accounts section.
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Click New. This opens a mini page.
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Fill out the main account information:
Field
Field value
Name
The official name of the company. The field is required.
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.
Industry
The business sphere where the company operates.
Primary contact
Name of the main contact person for the account, for example, the manager with whom you work.
Web
The company website.
Primary phone
The primary phone number for contacting this company.
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Click
. This opens the main account page. -
Add a logo of the account to display on the account page, section list, and feed. To add a logo, click the placeholder image and upload a logo file using the standard file selection window. We recommend uploading a square image, i. e. image that has a 1:1 aspect ratio. Hold the pointer over the image and click
to upload a new logo or 
to remove the logo. -
Specify how important the account is for your company in the Category field. For example, “A” means highest importance, “D” means lowest importance.
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Fill out the following fields on the Account info tab:
Field name
Field value
Also known as
Aliases or additional names of the account, for example, the abbreviation of the company name.
Business entity
Type of the legal entity of the company, for example, “LLP”, “Ltd.”, or “Inc.”
Annual revenue
Possible annual revenue range of the company, for example, “11–15 million” or “16–20 million.”
No. of employees
The approximate number of employees in the company, for example, “51–100” or “501–1000.”
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Specify the addresses and communication options of the account. Learn more: Manage communication options and addresses.
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Click
on the Banking details expanded list to specify the payment details of the company.Field name
Field value
Account
Name of the company whose banking details are given. The field is non-editable.
Name
Name or type of the account's banking information, for example, “Main account.”
Manager
Name of the company CEO.
Chief accountant
Name of the company chief accountant.
Country
Country where the banking details of the account are registered. If the country has a specific template for banking details in the Countries lookup, the template appears in the Banking details field.
Banking details
Complete information about the account's banking details, for example, account number, SWIFT number, ABA Code, etc.
Description
Additional information about the banking details.
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Click
on the Contacts expanded list to add a new contact that is affiliated with the account. Learn more: Create a contact. The new contact will have the account specified as the place of work in the Job experience expanded list. -
Click the
to add relationships between the account and other accounts and contacts. Learn more: Add relationships between accounts and contacts. -
Save changes.
As a result, Creatio will add an account record. You will be able to update the account details at any moment.
When you save an account, a duplicate search page might open. It means that this record might already exist in Creatio. You can edit the new record or indicate that the records found are not duplicates of the newly saved record.