Overview: Accounts

The Accounts tab lets you create and manage accounts, including third-party agencies that refer business to your property (travel agents, meeting planners, etc.).

When your Salesforce org was created, your company determined how they wanted the security of accounts and contacts to work. Sometimes accounts are automatically shared with all users across properties (called public read/write). This means that anyone can view, edit, and report on any account that has been entered.

Other companies want to handle sharing differently and make accounts private instead of public. When an account is private, only the account owner can view, edit, and report on it unless it is shared with users at 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

Training: Accounts and contacts