You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Accounts

The Accounts page is accessible by clicking on the Accounts section in the main navigation bar on the top of the screen.

Accounts are entities (companies or other) that you currently do business with. Here you can store information such as the size of a company, opportunities and business contact information.

An account can be created either manually, or by converting a lead.

The most important block in accounts is opportunities as it expresses the potential of sales. To generate a new opportunity for the account, press the Create new Opportunity from this account button.

Other related blocks are:

  1. Contacts: all the contacts related to the account.

  2. Contracts: all contracts, active or inactive related to the account.

  3. Cases: all cases that are related to the account.

  4. Notes, Events and Tasks.

The primary contact provides contact information when generating documents such as quotes.

  • You can create new contracts for the account by pressing the "Create new Contract from this account" button.

  • You can create new cases for the account by pressing the "Create new Case from this account" button.

Adding a new account manually

  1. Navigate to the Accounts,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button on the bottom right corner.

Adding an opportunity for an account

  1. Navigate to the Accounts  select an account,

  2. click on the Create new Opportunity from this Account button.

Adding a contract for an account

  1. Navigate to the Accounts  select an account,

  2. click on the Create new Contract from this Account button.

Adding a case for an account

  1. Navigate to the Accounts  select an account,

  2. click on the Create new Case from this Account button.