Editing Accounts (section)

== Step-by-Step Instructions ==

=== Creating a New Account Record ===

You can create an account record for various types of businesses. The following steps outline how to create a new account:

1. Navigate to '''Contacts''' > '''Accounts'''.
2. Click the '''Add an Account''' button.
3. A modal window will appear. Complete all required fields in the modal, including:
   - Account name
   - Account owner
   - URL
   - Physical mailing address
   - Phone number
   - Annual revenue
   - Industry/vertical
   - Any custom fields you want to add.
4. Click the '''Add''' button.

Once created, the new account record will appear at the bottom of the Accounts list. You can click on the account name to open its record page and store more data.

=== Editing an Account Record ===

To edit an existing account record:

1. From the Accounts overview, click on the account name you wish to modify.
2. Hover over the field you want to update and click the pencil icon.
3. Type in the new value(s).
4. Click '''Save Changes'''.

=== Bulk Editing Accounts ===

If you need to update multiple accounts at once, use the bulk editing feature:

1. From the Accounts overview, select the accounts to update by clicking the checkbox next to each account. Alternatively, click the checkbox next to '''Account Name''' to select all accounts.
2. Click the '''Edit''' button.
3. Select or search the field you want to change.
4. Enter the new values.
5. Click the '''Apply''' button.
6. Finally, click the '''Apply changes''' button to confirm your updates.

Note: Only Admins and users with “Reassign Accounts” permissions can update the '''Account Owner''' field.

=== Adding Notes to an Account ===

To add notes to an account record:

1. Click '''Add a note''' in the Notes box.
2. Type your note into the provided field.
3. Click the '''Add''' button.

=== Managing Contacts on an Account ===

The Contacts box within an account record enables you to manage contacts associated with that business. You can either add an existing contact or create a new contact record.

1. **Add an Existing Contact**:
   - Click on the '''Add a Contact''' option.
   - A modal will appear; enter either the name, email address, or phone number of the existing contact.
   - Click the '''Add''' button.

2. **Create a New Contact**:
   - Click the '''Add a contact''' link in the Contacts box.
   - Type in the contact's name or email address.
   - Click the '''Create''' button.
   - In the expanded modal, complete all additional required fields for the contact.
   - Click the '''Save''' button.

=== Creating a Deal for the Account ===

To create a deal for an account:

1. From the account's details record, click '''Add Deal''' in the Deals widget.
2. An '''Add Deal''' modal will open. Fill in the required fields to create the deal.
3. Click the '''Add Deal''' button when done.

=== Using the Account Recent Activity Stream ===

The Recent Activity Stream allows you to track contact and deal actions related to an account. It's located at the bottom right corner of the Account Overview page and shows the three latest activities. Click on '''View all activities''' to access more detailed information.