Locations

CRM > Accounts > Locations

Admin > CRM > Accounts > Locations

Use the Locations tab to maintain physical address locations for each account.

Adding New Account Locations

1. Select the Admin > CRM > Accounts > Locations tab.
2. Click Add.
3. Enter the following fields in the Address Info tab.
   • Location Name
   • Status
   • Address Line 1
   • Address Line 2
   • City
   • Post Code
   • State
   • Country
   • Phone Number
   • Fax Number
   • Longitude
   • Latitude
4. Optionally click Convert to Main (M) set a location as the 'main address' for an account.
5. Click Save.

   

6. Click the Custom Fields tab.
   • Enter values in the custom fields, as appropriate for this record.
   • Custom fields are maintained using the Admin > My Company > Custom Fields page.