In Creatio, accounts can be:
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added manually;
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saved in Creatio automatically after lead qualification;
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imported from an Excel file;
Note
When creating an account manually, Creatio will offer to select an account from the list. The data enrichment function must be set up beforehand. More information about data enrichment setup is available in a separate article.
Account profiles are located on the left. They contain basic information about the account and its primary contact.
The action panel, which contains activities, posts, and emails, created when working with the account, is located at the top of the page.
Using the action panel, you can:
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schedule a task
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– send an email. -
– create a post in the record feed. -
– make phone call notes.
Tabs, which contain account fields and details, are located below the action panel.
General information about the account.
| Photo | The logo of an account. It is displayed on the page of the account. and next to the name of the account. In the section list and in the feed. Click the Click on the If you mouse over the photo area, the buttons will become visible. |
| Account name | Official name of the company. |
| Type | Type of the account depending on its role in relation to your company, such as “Customer”, “Partner” or “Supplier”. |
| Owner | Name of the Creatio user responsible for working with the account. |
| Web | Company web-site. |
| Primary phone | Primary phone number for contacting this company. |
| Category | The category of the account that defines how important the account is for your company. For example, “A“ – top importance, “D“ – low importance. |
| Industry | Business field that the account operates in, for example, “IT Company”, “Business services”, or “Manufacturing and distribution”. |
button to add a new image by using the standard file selection window. We recommend uploading a square image (aspect ratio: 1:1).
button to remove the logo.
– data enrichment button. Read more >>>
Primary contact profile
The primary contact profile is located below the account profile and displays full name, job title, work and mobile phone numbers, an email address of the primary contact for the current account.
The tab contains primary information on the account, such as segmentation fields, communication options, connections to other contacts and accounts, banking details.
| Alternate names | Aliases or additional names of the account, such as abbreviation of the company name. |
| Primary contact | Name of the main contact person for the account, such as the manager that you work with. |
| Company code | Unique code of account It is used to distinguish companies with identical names. The account code is non-editable and is populated automatically based on the specified template. Use the “Account code mask” system setting to customize auto numbering for accounts. |
Segmentation
Additional information about the account.
| No. of employees | Approximate number of employees in the company, for example “51–100” or “501–1000”. |
| Business entity | Type of account 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”. |
Addresses
List of all addresses of the account.
| Address type | Type of account address, for example, delivery, legal, actual address, etc. It is defined when a record is added. You can change it afterward. |
| Primary | Indicates the primary address. The primary address of an account is displayed in the list and the record profile. By default, the [Primary] checkbox is selected for the first address added to the [Addresses] detail, but you can select this checkbox for a different address at any time. Only one address can be set as the primary address at a time (if you select the checkbox for a new address, the checkbox for the previous primary address will be cleared). |
| Address | Street, building number and other details of the company address. |
| Country State/province City | Location of the company. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, then when you populate the [City] field, the [Country] field will be populated automatically. Similarly, if you populate the [State/province] field, the [Country] field will be populated automatically. When you populate the [Country] field, the [State/province] and [City] fields will show only those regions and cities that correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. Use the [Districts] lookup to associate a district with a country. |
| ZIP | Postal code of the company. |
Note
The list displays the primary address of an account (the address for which the [Primary] checkbox is selected).
After you populate one or several addresses of the account the [Show on map] section action becomes available.
Communication options
The detail contains the list account’s communication options: phone numbers, email addresses, website URLs and social network profiles. The detail fields are displayed when you select the corresponding commands in the 
menu.
Types of the account communication options.
| Primary phone | Phone numbers that can be used to contact the company. Communication option types are defined when a record is added (you can change them later). |
| Alternate phone | |
| Fax | |
| Web | Website and email addresses of the company. |
| | |
| | Social network profiles of the account. A separate page is used to link social network accounts to accounts. |
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Note
If an account has multiple web addresses, the list displays the address that was entered last.
You can use default types of communication options or add custom ones. Use the [Communication option types] lookup to add custom types of communication options.
Note
Custom communication option types fall into one of the pre-set “communication types”: Email, Phone, Skype, SMS, Social network or Web. Be sure to select one when adding a custom communication option type.
Buttons on the [Communication options] detail:
– call the company. The button is displayed on the page if at least one “Phone” communication option field is populated. Click the button to open the communication panel and dial the corresponding phone number.
Note
Phone integration is required to make calls. Read more >>>
– email the company. The button is displayed on the page if at least one “Email” communication option field is populated. Click the button to create a new email draft with the corresponding account specified in the [To] field. If you have synchronized your mail client with Creatio, the draft will be created directly in the Creatio. Otherwise, your default mail client will open.
– visit the company website. The button is displayed on the page if at least one “Web” communication option field is populated. Click this button to open the corresponding website. The website will be opened in your default browser.
– open Facebook search page for selecting the company’s Facebook accounts for adding to the list of the account’s communication options. If a Facebook account has already been added as a communication option, then clicking this button will open the Facebook page of the account.
The tab also displays banking details of the account.
| Account | Name of the company whose banking details are given. This is a non-editable field. |
| Opportunity name | Name of the account's banking information, such as “Primary bank 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. |
| Notes | Additional information about the banking details, |
Noteworthy events
List of the account's noteworthy events.
| 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. |
The [Contacts and structure] tab
This detail displays information about the company contact persons and structure.
Organizational structure
This detail displays the company structure and divisions.
| Account | Name of the company whose organization structure is established. This is a non-editable field. |
| Part of | The division that 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. |
| Description | Additional information about the division. |
[Add root item] – adds root items, such as company departments.
[Add subordinate item] – adds a subordinate item for the selected one, for example, a unit within a department.
Account’s contacts
The list of company employees. The detail displays contacts who have this company specified as the current employer on the [Job experience] detail or the contact profile.
To add a new contact to the system, use the 
button on the detail. A new contact page will open with the current accountlegal entity specified. Once the page is saved, the employment history detail will display the record about the contact's new place of work.
The [Timeline] tab contains chronologically organized entries that represent records linked to the current account. Read more >>>
The types of linked records on the account timeline includes activities, calls, emails, feed posts, attachments and leads.
Connections between the current account and other accounts and contacts.
| Account | Name of the company which a relationship is established for. This is a non-editable field. |
| is a/an | Relationship type, for example, “Partner” – “Holding company”. When you select a relationship, the inverse relationship type is automatically populated in the [Inverse relationship] detail. |
| for | Name of the company or person who is connected to this account. |
| Actual | The checkbox indicates whether the relationship is relevant at the present time. |
| Function | Any additional information about the entities. |
– chart showing the account connections. The chart shows the “Holding company – Subordinate company” type connections of the account.
Note
You can change the type of the displayed connections using the “Connection type - "Parent account” system setting.
– list showing the accountlegal entity connections.
The [History] tab contains system records connected to the account.
Activities
Tasks connected with this account. The detail displays information from the [Activities] section. To connect an activity to the account, populate the [Account] field of an activity page.
Calls
The list of the subscriber's incoming and outgoing calls. This detail displays information from the [Calls] section. To connect a call to an account, populate the [Account] field of the call page.
You can playback a recorded call directly on the detail. Read more >>>
Emails
Emails connected to the current account. To connect an email to the account, populate the [Account] field of an email page.
Orders
History of orders connected to the selected contact. The information on the detail is available in read-only mode. The records will be added on the detail automatically as you create them in your order management system.
Attention!
The [Orders] detail will display the information after you set up Creatio integration with the system that you use to manage orders.
To view detailed order information, select the record on the detail and select the [Edit] option in the [Actions] menu.
| Number | Number of order. |
| Date | Order registration date. |
| Order channel | Order source, for example, “Shopping cart”, “Mobile app”. |
| Account | Company (and contact name, if necessary) that the order is generated for. |
| Contact | |
| Actual end date | Actual date of order completion. |
| Total, base currency | Total order amount in the base currency. |
| Status | Current status of order, for example, “Planned” or “In process.” |
ORDER DETAILS
This detail contains the list of goods and services included in the order.
| Order | Number of the order in which the product is added |
| Product | The name of the product that was added to the order. |
| Price, base currency | Price per product unit in the base currency. |
| Quantity | Number of product units in the order. |
| Unit of measure | Measuring unit for product quantity. |
| Discount, % | The discount percentage given on the product. |
| Total, base currency | The total cost of products including any applied discount. |
The [Attachments and notes] tab
Additional information about the account, as well as files and web-resources related to the account. Read more >>>
Attachments
Use this detail to store files and links related to the account. For example, on this detail you can add documents that reflect the accounts relationship history, or links to the company's web resources.
Notes
The [Notes] detail is used to store additional text information about the account. You can edit and organize notes on the detail. If you switch to another tab of the account page, the information on the [Notes] detail will be saved.
The [Feed] tab displays the messages from the [Feed] section that are connected to the current account.
See also
