The account screen
CRM → Accounts, then any account.
The header
The account name, then its type and status — Account | Suspect — the assigned person, any industry classification, its sales-area code, and Add Tags.
The summary pane
| Group | Fields |
|---|---|
| Account Info | ABN, Phone, Address, Email, Website URL, KDM, Sales Area, Geo Area, Industry, Business Size |
| Products | Brands, Categories and Models the account has |
| System Info | Created, Last Updated |
KDM is the key decision maker — the one contact who matters on this account. It is set from the account's contacts.
Products is fleet intelligence: what equipment this account already has, by brand, category and model. It is what makes an account targetable — an account running a competitor's machines nearing end of life is the reason to call.
Tabs
| Tab | Contents |
|---|---|
| Activities | What has happened — calls, visits, contact attempts |
| Tasks | What is meant to happen |
| Opportunities | Deals being chased on this account |
| Sites | The account's locations |
| Contacts | People at the account |
| Assets | Machines recorded against it |
| Comments | Notes |
| History | Audit trail |
Activities
New Activity logs one. Each shows its type and result — Call with ⟨account⟩ — Not Interested — any note, who logged it and when.
An activity raised by working a task is stamped via task '⟨task name⟩', which is how you tell a call made during a campaign from one made off someone's own initiative.
Logging one takes an Activity Type (Call, Meeting, Email, Site Visit, Other), a Date — today by default, adjustable when recording something that already happened — the Contact, and free-text Notes for what came of it. Saved activities are visible immediately to everyone with access to the account.
Activities can be edited afterwards from the timeline.
Warning
Deleting an activity is permanent. There is no recovery once confirmed, and the timeline is the account's relationship history — correct a wrong entry by editing it rather than deleting and re-adding.
The accounts list
| Column | Description |
|---|---|
| Account | The company |
| Suburb, Postcode | Where it is |
| Account Status | suspect, qualified, prospect, customer |
| Latest Activity — Type | What the last contact was, e.g. Call |
| Latest Activity — Result | How it went, e.g. Not Interested, Delete Contact |
| Latest Activity — Date | When |
Latest Activity is three columns, not one, and it is what makes the list workable: it answers "when did anyone last talk to these people, and what happened" without opening anything.
Contacts have their own index
Accounts are companies; contacts are the people at them. CRM → Contacts lists every person in the database, and Contact Search at the top of the left menu is the quickest way to one by name. That index is large enough that the filter is usually necessary — see Getting around BMS.
View Per Contact on the accounts index switches to a contact-level list. New Account, View Archived Accounts, Attach/Detach Tags and Export sit above it, and Public Filters carry shared saved views.