Create an non-integrated account

Create an non-integrated account

Accounts represent businesses you are selling to or have sold to in the past. Account records in Skillibrium provide a place to store information about customers or individuals you do business with. Your accounts may come from an integrated CRM system, like Salesforce or Hubspot, or may be created natively in Skillibrium. Accounts help you keep track of details about the organizations you transact with (prospects) or have sold to (customers). 

To create a local, non-integrated account, follow the steps below

Step 1: Account
  1. Click EXECUTE in the menu bar and select Accounts.



  2. On the Accounts page, click the + NEW ACCOUNT button located in the top right corner of the screen. 



  3. Enter the name of the Account.
  4. Select an industry from the dropdown menu and provide a description for the account.
  5. Choose an owner for the account from the available dropdown options.



  6. Click CONTINUE to proceed. 


Step 2: Company Info
  1. Select the Account Type from the dropdown options. (Prospects = Potential customers; Customers = Customers refers to accounts that have made purchases from you in the past).
  2. Enter the URL of the company's website.



  3. Click CONTINUE to proceed. 
                        

Step 3: Company Size
  1. Select a range that corresponds to the number of employees in the company.



  2. Click CONTINUE to proceed.
  3. If you want to create your first opportunity, click + NEW OPPORTUNITY button in the pop-up window. If not, click SKIP.



Step 4: Edit Account 
  1. Enter the general and contact information for the account.
  2. Click SAVE CHANGES located at the top right corner of the screen.


A new row representing the added account will be displayed in the Accounts table.


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