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1. On the Accounts tab, click New.
   The New Account window appears.

2. Specify values in the following fields as required.
   

   Expand
   title Fields
   Field Description General Name Name of the account. Info This field requires a value. Account Number Account number of the account. Original Account Number Original account number of the account. Classification Classification of the account. Info You can define classifications for an account through the Settings tab of the Accounts Config window. For more information, see the Managing Account Configurations section of the Administrative User Guide. Web Site Website of the account. Original ID Original ID of the account. Employees Count of employees of the account. Industry Industry of the account. Phone Office Office phone number of the account. Annual Revenue Annual revenue of the account. Phone Alternate Alternate phone number of the account. Account Type Type of the account. Info You can define types for an account through the Settings tab of the Accounts Config window. For more information, see the Managing Account Configurations section of the Administrative User Guide. Agent Name of the agent assigned to the account. Agent Team Agent team assigned to the account. Description Description  Description of the account. Billing/Shipping Address Address of the account for billing/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. Other Ticker Symbol Stock symbol of the account. Sic Code Standard Industrial Classification (SIC) code of the main business categorization of the account.

   
   

3. Click Save.
   The account is created, and the details of the account appear in the Accounts window.
   

   Info

   You can create another account by using the New button. You can create a contact, ticket, or note for the account by using the Contact, Ticket, or Note option of the New menu. You can associate the account with an existing contact or ticket by using the Contact or Ticket option of the Link menu. You can delete the account by using the Delete option of the More menu. To view the table with accounts, click the Close icon (). You can create or modify an account filter by using the New Account View icon () or the Edit Account View icon () next to the search box on the Accounts tab. For more information, see the Account Management section of the Administrative User Guide.

   
   

1. Click Accounts > View Accounts List. 
   The list contains the Account details is listed. 

The account dashboard provides all statistics pertaining to accounts. To access the account dashboard, on the Monitor tab, on the Accounts subtab, click Account > Accounts Dashboard. 

The following table describes the statistics that appear in the Accounts Dashboard window.

1. On the Accounts tab, click the Settings icon (), and then click Import Accounts.
   Alternatively, on the Accounts menu, you can click Import Accounts.
   The Import Accounts window appears.
2. Specify values in the following fields:
   

   • File: Click , and then select the file containing the account data that you want to import.

   • Input Filter: Select an Input Filter (a predefined format to import the data in the file).
     

     Info
     Ensure that the format of the file that you select in the File field corresponds to the format of the selected Input Filter.  Only the Input Filters whose target is Account are available in the Input Filter field. For information about Input Filter, see Input Filter.

     
     

3. Click Import.

   Info
   You can view details such as the status of the import or the date and time when the import started or ended in the User Tasks window. This window appears when you go to > User Tasks. In the window, the account import task is identified by the value ACCOUNT_IMPORT in the Operation column.

   A message stating the data was imported appears. The accounts from the file appear in the table in the Accounts window.

Click the Settings icon (), and then click Export Accounts.
Alternatively, on the Accounts menu, you can click Import Accounts.
A CSV file containing all accounts from the LVP based on the selected view is downloaded.