Overview: Accounts

Use the Accounts tab to create and manage accounts. Accounts can include third-party agencies that refer business to your property, for example, travel agents and meeting planners.

When your Salesforce org was created, your company decided on the security of accounts and contacts. Accounts can be automatically shared with all users across properties, which is known as 'public read/write' access. With this access, anyone can view, edit, and report on any account.

Accounts can also be made private. When an account is private, only the account owner can view, edit, and report on it unless the account is shared with other properties.

For more information, see Overview: Account sharing.

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Create accounts

Edit accounts

View account details

Create contacts

Add a primary contact to an account

Add or edit contact roles

Creates inquiries

Create bookings

Create volume contracts

Add activities

Add notes and attachments

Delete accounts

Change the account owner

View account hierarchies

Use the Accounts Home page