Creating a Customer Account

Accounts are records that represent an end customer. In the portal, accounts allow you to associate customers with one or more partners. This allows you to reduce interference between partners. 

The option to request a new customer account when registering a new deal is made available by your supplier. It may not be supported in your partner portal. If it's not enabled, you can only select from the list of approved accounts provided by the supplier.

1. Click Request New when registering a deal.

2. Provide the following information:

   Parameter	Type	Description
   Account Name	Text	Provide a meaningful name for this account. This is usually the name of the individual or business.
   Description	Text	Enter the key information about this account such as industry focus, etc.
   Type	Text	This value allows you to enter account Types that are either in line with your CRM defaults or correspond to your requirements.
   Industry	Text	The vertical markets served by this account holder.
   SIC Code	Number	The Standard Industrial Classification number (USA). This is a four-digit code that designates an area of economic activity. For more information, see Standard Industrial Classification (wikipedia)
   Number of Employees	Number	The approximate number of staff for this account holder.
   Street Address	Text	Building number and street name of the account holder.
   City	Text	City where the account holder operates.
   State	Text	State where the holder operates. This field can also be used to enter the county, province, or other regional designations for non-USA addresses.
   Postal Code	Text	An alphanumeric string. The format will differ between countries.
   Country	Dropdown List	The country where the account holder is located.
   Phone	Number	A contact phone number.
   Website	Text	URL of the partner's corporate webpage.

3. Click Save.