About Accounts

An account is a business external to your company. An account represents a current or potential client, a business partner, or a competitor.

You work with accounts through the Accounts screen. Sales representatives use the Accounts screen and the associated views as the primary navigation tool for customer interactions. Call center agents use the Accounts screen to record information about companies and other organizations that interact with your company.

If your organization serves mostly businesses, then use the Accounts screen when answering general inbound phone calls. If your organization serves mostly individual consumers, or if you are answering inbound calls related to a marketing campaign, then use the Contacts screen when answering inbound calls.