Member Accounts

Member Accounts

Member Accounts are secondary accounts added to an existing parent account. This allows having separate accounts with different divisions within a parent company and provides a full view of the individual accounts as well as the consolidated accounts within the parent account.

To add member accounts

  1. In the Account Details page, the existing member account details, if any, are displayed. 
    • Click Account Name, Phone, Website, Account Type, Industry, or Annual Revenue links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the member account respectively.
  2. Click New.
  3. Enter the member account details.
  4. Click Save.

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