You will need to add the customer accounts you do business with to Cloud. The sales opportunities you create on Cloud will need to be associated with an account.
You can add your accounts to Cloud from an existing database or application where you are maintaining them.
You need the "Create and manage accounts" permission in the "CRM" permissions group, or you should be a member of a group that has it, to add accounts to Cloud.
You need the "Create and manage contacts" permission, or you should be a member of a group that has it, to add accounts and their contacts to Cloud.
There are two ways to add accounts to Cloud.
#1 Import via a CSV file
Here's what you need to know about the CSV Import functionality.
The only mandatory column needed in the CSV file is the account name.
If you have a CSV file exported from another system, you can import it as is. However, you need to map its columns to the columns on Cloud.
If a name in the CSV file you are importing exactly matches a name already on Cloud, you need to either change the name on Cloud or in the CSV file. Otherwise, the account details on Cloud (other than the name) are overwritten by those in the CSV file.
Check out this article for tips on importing accounts into Cloud.
To import accounts via a CSV file:
1/ Go to "Accounts" in the left navigation menu.
2/ Click "Import/Export" in the top-right corner.
This initiates the Import & Export workflow to import accounts and, optionally, contacts to Cloud.
3/ Click "Import both accounts and contacts" or "Import account only" as needed, and click "Next."
This article explains the workflow to import both accounts and contacts.
4/ If you need the sample CSV to fill in the account and contact details, click "Download sample file."
5/ Once you add account and contact details in the CSV file, click "Browse," browse to the file, and click "Next."
If you want to upload separate files for accounts and contacts, deselect the "Upload account file contains contacts" check box. You can see the "Browse" button active for both accounts and contacts.
6/ In the "Map Account Columns" section, you can map the account columns in the CSV file with the Cloud columns.
If you are using the sample file downloaded from Cloud, you don't need to do anything.
In the following screenshot, we mapped two columns with different names to the corresponding columns on Cloud.
7/ Click "Next."
8/ In the "Map Contact Columns" section, you can map the contact columns in the CSV file to the Cloud columns.
If you are using the sample file downloaded from Cloud, you don't need to do anything.
9/ Click "Next."
10/ In the "Review Accounts" section, you can review the accounts.
You can see 3 tabs:
Existing accounts
In this tab, you can see accounts whose names already exist on Cloud.
You can either delete an account from the import or retain it if you are importing to update any of its details. You cannot update an account's name using this workflow.
New accounts
In this tab, you can retain the new accounts or map them to existing ones by clicking the "+" button next to the account row.
Accounts without a name
In this tab, you can map the account to an existing one or add the name to the CSV and restart the import.
11/ Click "Next."
12/ In the "Review Contacts" section, you can review the data for each contact. This is similar to how you review account data.
13/ Click "Import" to import the account and contact data from the CSV into Cloud.
Click the "Download" icon in the "Invalid accounts" and "Invalid contacts" tiles to download details of accounts and contacts that couldn't be imported so you can import them again.
14/ Click "Done."
#2 Add manually, one by one
To add an account:
1/ Go to "Accounts" in the left navigation menu.
2/ Click "Add account" in the top-right corner.
3/ In the top-right corner of the New Account modal, select the salesperson and specify if the account is tax-exempt.
4/ Do the following in the Account Details section.
b/ Select the type of account: Business, House of Worship, Individual, Institution, or Residence.
If you are adding many accounts of the same type, you can set the default account type to be pre-populated when adding an account. To do this, select the default account type under "Settings > CRM."
c/ Enter the name of the account in the "Name" text box.
d/ Enter the email address and the phone number in the relevant text boxes.
e/ For individual accounts, you can see the Mobile text box. Add the mobile number.
5/ By default, the details in the Primary Contact Details section are the same as those in the Account Details section. You can change them if needed.
6/ In the Billing Address section, add the billing address for the account.
7/ In the Site Address section, set "Same as billing address" to OFF if the work site is not at the billing address, and add the site address with a name for it.
8/ Click one of the following:
Create: This creates the account and closes the modal.
Create and new account: This creates the account and keeps the modal open so you can create another account.
Create and new contact: This creates the account, closes the New Account modal, and shows the Create Contact modal so you can create another contact for the account.