Manage accounts

View the Accounts list

Add an account

Edit an account

Delete an account

Accounts track individual call information. Calls are assigned to accounts via scripts. Account information can be used for billing and other purposes.

View the Accounts list

  1. On the navigation pane, click Miscellaneous.
  2. If necessary, click the Accounts tab. The Accounts list appears. For navigation information, see List view and How to search. For column descriptions, see Add an account.

Add an account

  1. On the Accounts page, click Add. The New Account dialog appears.
  2. Enter the following information:
  • Account name (required) — the name of the account.
  • Address — the mailing address.
  • Contact person — the name of the primary contact person for this account.
  • Phone — the primary contact's or the account's phone number.
  • Email — the primary contact's or the account's email address.
  1. Click OK.

Edit an account

  1. On the Accounts page, click the item to edit. The Account: [Name] dialog appears.
  2. Edit the information. For details, see Add an account.
  3. Click OK.

Delete an account

  1. On the Accounts page, select the item/s to delete.
  2. Click Delete and then confirm the deletion.