# Accounts

To create an account, enter the following information:

Account Information:

- Account Name. Enter a name for the account.
- Phone. Enter the phone number of the organization.
- Fax. Enter the fax number for the organization.
- Other Phone. Enter an alternative phone number for the organization, if any.
- Email. Enter an email address for the organization.
- Other Email. Enter an alternative email address for the organization.
- Website. Enter the URL for the organization's Web site.
- Ticker Symbol. Enter the stock ticker symbol for the organization.
- Member of. Enter the names of organization associated with the account.
- Employees. Enter the number of employees in the organization.
- Ownership. Specify the owner information.
- Rating. Enter the organization's rating in the industry.
- Industry. From the drop-down list, select the industrial sector to which the account belongs.
- SIC Code. Enter the Standard Industrial Classification code that indicates your organization's type of business.
- Type. Enter the account category such as Customer or Partner.
- Annual Revenue. Enter the annual revenue for the organization.
- Assigned to. Enter the name of the individual who is responsible for communicating with the lead. To choose an existing user, click Select, and choose the person from the User List. By default, this is assigned to you.

Address Information:

- Billing Address. The primary street address for the account.
- City. The name of the city.
- State. The State in which the city is located.
- Postal Code. The zip code for the address.
- Country. The country where the city is located.
- Shipping Address. The shipping address for the account. Use the >> arrow to copy fields from the billing address.
To copy information from one section to the other, you can enter the address information on either one of the sections and click the arrow buttons.

Description. Enter a brief description for the account.

Click Save to save the new account information; click Cancel to exit the page without saving the information.