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Editing Account Company Information

Article: 000050615
Updated: July 26, 2024

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a company in one place. Accounts contain information about a company's contacts, opportunities, and tasks and this information can be edited as needed.

In this article, you'll learn what kind of information goes into an Account and how to edit it. 


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Adding A New Account

Accounts contain several categories of core information. Company information is perhaps the most essential. To create a new Account, navigate to the Sales section of Lead Gen & CRM's left toolbar and choose Accounts from the sub-menu.

  1. Click the + Account button to create a new account. 

    Add a new account

    Enter the Account Name (a required field), the Number of Employees at the company, the Website, and the Phone Number

  2. Click Save

    Fill in the new account fields

     

Once the account is created, you can configure the company information for the account, add contacts, and more. 



Understanding Accounts

After an account has been created, or if you click into an existing account from the Account Manager you will reach the Account page. On this page, you can manage account data, using Notes and Tasks to keep your projects on track and view Company and Contact information to help guide your decisions.

Read the Account Overview article to learn more about each section of the account; the type of data that can be included and how Lead Gen & CRM interacts with that data, including: 

  • The Account Overview
  • Notes
  • Company Information
  • Custom Fields
  • Contacts
  • Opportunities
  • Tasks
  • and Options or Account Actions

Read the Account Overview article.


 

Editing Company Information

Accounts contain several categories of core information. Company information is perhaps the most essential. To edit an account's company information, scroll down to the Company Information section and select the General Details tab:

  1. Enter relevant data into the company fields:
     Enter Company Details

     

  2. Click Save Changes.

    Save the Changes

     


 

Understanding Company Information

  Field

   Description

Account NameThe name of the organization or company that you're interacting with.
Assigned To

The Lead Gen & CRM user who owns the relationship with the company.

Note: Tasks within the account can be assigned to the same user or they can be assigned to a different user. 

Note: Account assignment affects reporting and Launchpad data for the selected user.

DescriptionA brief description of the company. This can include the company's mission and product offering. It can also include details about the relationship between you and the company.  
Industry

The industry the company operates within.

For example: Manufacturing, Technology, Finance, Health Care, Cosmetics, Education, Retail, etc.

Annual Revenue The company's estimated annual revenue. 
Number of EmployeesAn estimated number of employees at the company. 
Year Started

The year the company was founded.

Note: The year the account was created in your Lead Gen & CRM instance will be separately generated, automatically, and found under the Account title at the top of the page.

WebsiteThe company's main website URL. 
Phone NumberThe company's main phone number. 
Fax NumberThe company's main fax number. 

 

Note: All Lead Gen & CRM users are able to modify all account company information regardless of who the account is assigned to.

If the customer's billing address and shipping address are different from their primary company address, click the Billing Address and/or Shipping Address tabs to enter the separate addresses. 

Even if the company's primary address, billing address, and shipping address are all the same, consider editing the Billing Address and Shipping Address sections anyway, to make sure that information is clear to your team. You can simply copy and paste the primary address information into those sections. 

Note: The Account Name field is a required field. Click the google.png  Google icon to search for company information via Google Search. This will not populate the Company Info section, however.

Clicking Save for All Contacts will save the company name, industry, phone number, website, and billing address to the Company Information section on a contact's record.

Edit additional account information as needed, including Contacts, Notes, and Opportunities

 


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