Account Details Tab

The Details tab appears in the Account Detail view. This tab contains specific information about the account. You can edit the information at any time by clicking in a box and typing new information, or use the ellipsis button to select from a list of available items.

Box	Description
Region	The region is which the account is located. Click the ellipsis button and select an item from the list and then click OK.
Misc. Phone	An additional telephone number for the account. Click in the box, and then enter any changes.
Ticker Symbol	The account's stock ticker symbol. Click in the box, and then enter any changes.
Credit Rating	The account's credit rating. Click in the box, and then enter any changes.
SIC Code	The account's SIC code. Click in the box, and then enter any changes.
Employees	The number of people employed by the account. Click in the box, and then enter any changes.
Yearly Revenue	The account's revenue for the year. Click in the box, and then enter any changes.
Lead Source	How your company found out about the account (e.g. a magazine ad or telesales). Click the Find button next to the box, and then click the Lead Source you want to add to the account
Currency	The account's currency.
Time Zone	The account's time zone. Click the drop-down arrow to select from the list. Click the Show Local Time to display the local time for the account.
Account ID	The Account ID.
Import Source	The source used if the account was imported
Create User	The user responsible for creating the account record.
Create Date	The date that the account was created.
Modify User	The user who last modified the account record
Modify Date	The date that the account was last modified.
Last History By	The user who created the last history record for the account.
Last History On	The day on which the last history record was created.
Days since last touched	The number of days since the last time an account activity was completed.

To edit

From the Account Detail view of the account you want to change, click the Details tab.
When your edits and updates are completed, click the Save button.