Accounts

An account is a customer. From a marketing standpoint it is the following step to Lead and opportunity, it is an opportunity closed as won.

Account Structure

The module for Accounts work with a Parent-Child structure, where a “child account" will have one and only one “parent account", but a parent account can have one or more child accounts.

PICTURE 4.01 - GRAFICO PARENT CHILD

Accounts are directly related with Contacts, but the structure is not the same.

Each child account must have a Main Contact and can have one or more secondary contacts, and these contacts will always be related to the parent account.

In other words, each contact will have a parent account to which it will be related, and in turn said contact can be related to one or more child accounts.

PICTURE 4.02 - GRÁFICO STRUCTURE CON CONTACTOS

Account protection

The protection feature exists to avoid “stealing” accounts between Account Managers. On the UI is visible as a Green Padlock if it is protected by the user using the system, or by a Red Padlock if it is protected by somebody else.

PICTURE 4.03

Protection is always triggered from the edition of a contact, and which is related to a Lead or an Account.

Those users who do not have special permissions to edit a contact's data will only be able to access with read-only permissions.

The person responsible for the account or lead is the only user with editing permission during the protection period. Once the time is up and the contact is unprotected, all users can see and edit its information.

In some rare cases, there may be an account with shared ownership. For example, a technician who unknowingly creates an RPH on an account that already exists, and when he loads the RPH the system allows him to have part of that property. Anyway, this person would not be the true owner of said account, but they would have the permission to edit it.

Account and contacts

When a user modifies the information related to the contact of an account, the system automatically changes the status of the account to protected so that no one can modify it except the new owner. At the same time, the system not only protects that account but all those that are related to said contact.

In the event that the account was already protected and that user with sufficient permissions to modify it makes any modification, the system will restart the protection period for such account.

The contact is the key link that generates the relationships within the system.