This section describes the fields required to create a new account.
The following table describes the fields that appear in an account record.
| Field | Description |
|---|---|
| Name | Name of the account. This field requires a value.
|
| Account Number | Account number of the customer. If you do not enter a value in this field, a unique value is automatically generated. Do not enter a space or a special character in this field.
|
| Original Account Number | Alternative account number, which is different from the unique account identifier that is within your platform. |
| Classification | The group into which the account has been classified. |
| Web Site | The url of the web site associated with the account. |
| Original ID | Original ID of the account. This value is unique. |
| Employees | Number of employees in the account. |
| Industry | Industry of the account. |
| Phone Office | Office phone number of the account. |
| Annual Revenue | Annual revenue of the account. |
| Phone Alternate | Alternative phone number for the account. |
| Account Type | Type of account. |
| Agent | Agent assigned to the account. |
| Agent Team | Agent team assigned to the account. |
| Description | Description of the account. |
| Address | Address of the account for billing or shipping. |
| Postal Code | Postal code associated with the address. |
| City | City associated with the address. |
| State | State associated with the address. |
| Country | Country associated with the address. |
| Ticker Symbol | Stock symbol of the account. |
| Sic Code | Standard Industrial Classification (SIC) code of the main business categorization of the account. |