The Summary screen includes:
- Address: the address of the company
- Sales Status: a drop-down that allows you to choose the sales status.
- Date Created: the date in which the company was added to the system
- Access Expiration: If this account had a Trial Access, then this would be the date in which the Trial Access ends
- Renewal Date: If contract was in place, this is where you could store the Renewal Date for the contract
- SIC Code: Identifier of the industry of the company.
- Tracking Status: Account status type
- Producer: What produced the account.
- Employees: The number of employees for the account.
- Schedule Call Back
- Contacts: if any contacts were added, they would display here
- Notes: if any notes were added, they would display here