Creating and managing accounts

Accounts represent the companies and organizations you do business with. To create one, go to Accounts and click "New Account".

Key fields:
• Name — must be unique within your org
• Type — NAPS, SLG, Education, Commercial, SI, or NPO
• Relationship — Customer, OEM, Distributor, Channel Partner, or Vendor
• Website — used to auto-fetch the company logo
• Billing & Shipping addresses — used to display a map in the account detail

Account numbers are auto-generated (8-digit) and are searchable in the accounts search bar.