Managing the Person Account Record

So, you’ve made it to the Person accounts Use help page. Now, read all the instructions carefully and follow them to manage a single Person Account record. Let’s start:

‘Related’ Section

There are multiple opportunities related to each contact. A user can access information on each opportunity through this section.

Step 1: Click on the link on the name of a Person Account.

Step 2: A new page will appear. You can find ‘related’ and ‘details’ section from this panel.

Create a New Opportunity

Step 1: To create a new “Opportunity” for each ‘Person Account’, a user has to click on the ‘New’ button in the ‘Related’ section.

Step 2: This will take them to the “Add New Opportunity” section. The name of the contact gets automatically added to this form. Fill in all the details and click on the ‘Add’ button.

Note: If a Person Account has more than six opportunities associated with each, they can be accessed by clicking on the ‘View More’ link.

‘Details’ Section

This section contains extra information about the Person Account. A user can use it to access address, system and account details. TutterflyCRM shows a summary of all the opportunities made under this account.

Account Information

This section contains information about the current Person Account. Information like account name, the account owner, title, department, mobile and email address.

Address Information

This section shows the map of the address mentioned in the Person Account.

System Information

This is the final one! TutterflyCRM displays details of the user who “Created” and “Last Modified” the Person Account. It also mentions the date and time of changes made.