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Edit an Account: Summary

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


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