Creating a new account means that you’re adding a company, a potential customer, to your database. Easily add contact information, create opportunities, and track your progress in the sales cycle. Our account-based system helps you keep all the important information in one place, including all related contacts, where it’s easy to find, track, and edit.

Note: When creating a new account, the system will automatically search the database to see if this account has already been added.

1. Click Accounts and then the + icon to create a new account.

2. Enter the required information, Account Name, First Touch Source and First Touch Details. You can add Industry and Website now or later.
3. Click Save. The Account pane opens to the Summary tab that presents many more information fields to fill.

Note: Any locked fields (those that show a lock icon) will display calculated information from another source.

The Account Record

The Account page is your main customer record showing you what Stage of the lifecycle the account is in and tracking related contacts, invoices, projects, opportunities, and subscriptions.

You will also see the following tabs with fields where you can add more detail. Information and calculations may automatically appear in some of these fields.

Note: Some of these tabs will only appear once an account has reached a certain stage in the customer lifecycle.

Summary – shows summary information about the account including profile, customer type and stage. An account in the early stages (Targeted, Detected) will not have much information here. To better understand the customer lifecycle, see Learn the Stages of the TekStack Customer Lifecycle.

Details – shows the all-important First Touch Source and Details as well as Parent and Related Accounts. You can also add related Domains in case a contact related to the account has a different email address than the company domain.

Timeline – shows notes and activities that you can add to reflect your engagement with the account. It also shows progress and duration of the stages.

Addresses – for addresses for both company and billing.

Contacts – shows a list of contacts for the account. You can also switch to a list of contacts from related accounts, where this account is the parent. You can add the Primary Contact and the Billing Contact.

Cases - If you have the Help Desk (Dynamics 365 Customer Service integration), you will see this tab on your Account record.

Projects – shows any projects that are related to work on this account. You can also switch to a list of projects from related accounts, where this account is the parent.

Invoices – As soon as invoices are prepared, this tab will appear. You will see a list of all invoices that have been issued for the account.

Documents – shows the uploaded documents that are related to the account. Once an account becomes engaged and information is exchanged, a SharePoint site is automatically set up. This is where all your related documentation is stored. See Collaborate with Microsoft Tools in TekStack.

Subscriptions – Once the account has purchased any subscriptions, you will see a list here of all subscriptions that they have bought.

Health – This will appear once the Account Customer Type is Customer.

Opportunities – shows all opportunities opened on this account including those in progress and those that are closed, either won or lost. You can also switch to a list of opportunities from related accounts, where this account is the parent.

Related – gives you access to an audit history showing date, time and user who made changes.

For more information about how an account progresses through the different stages in the sales funnel, see Learn the Stages of the TekStack Customer Lifecycle.

4. Click Save to save any added information and then click the back arrow in the ribbon to return to the Accounts list.

Additional Methods to Set Up a New Account

There are other ways to initiate the setup of a new account. You may not use them frequently but it’s good to be aware of these alternatives.

I. When You Set up a New Contact

1. From any area, select Contacts. The list appears.
2. Click the + icon to create a new contact.
3. Fill in the required fields including account. Click in the field and press Enter to search for the account. If the account is not in the list, click + New Record.

4. A message appears asking you to select the record you want to create: Accounts or Contacts. Click Accounts.

5. The Quick Create: Account form opens allowing you to enter the basic information about the account. Click Save and Close.
6. Complete the contact creation. See Add Contacts to an Account for more information.

1. From the Sales area, select Opportunities. The list appears.
2. Click the + icon to create a new opportunity.
3. Fill in the required fields including account. Click in the field and press Enter to search for the account. If the account is not in the list, click + New Account.

The new account form opens in full screen, and you can fill in the details as required.

III. From a Posted Form

Most companies have websites with a contact form that an interested customer might fill out. This form lands in the Marketing area of TekStack, in the Posted Forms section under Marketing Activity.

These forms typically request basic information such as name, company and email address. When the form arrives in TekStack, a contact is created if it doesn’t already exist. Should the contact exist in the system, the account will map automatically.

If the Account is not automatically mapped, the representative in your company who reviews the incoming forms opens the contact form.

1. Click the contact name. The contact form appears.
2. Enter the First Touch Source and Details if they are not automatically mapped.
3. Using the email address, search for the account by clicking in the field and pressing Enter.

4. Click + New Record.

5. Then click Accounts.

The Quick Create: Account form appears.

6. Fill in the details about the account and then click Save and Close.

You can then go to the Accounts list and click to open the newly created Account to fill in the relevant information.