Adding a New Account

To add a New Account, you can follow the steps below:

1. From the Left Nav Menu, click ABM > Accounts.
                                  
2. On the Accounts page, click +Add Account. 
3. The Add Account page is divided into three sections:
   • Metadata provides general information about the account. They are Account Name, Alias Name, Domain Name, Alias Domain, Account Logo, Clusters, and Default Stream.
     
     
   • Banner provides information about the Banner that can be used on the ABM Page. They are Banner Title, Banner Subtitle, and Banner Background.
     
     
   • Custom Fields provides information based on the Company and Industry Information. They are Industry, Buying stage, and Company size.
        
4.  In the Metadata section, enter the Name and Domain.
   
   
   Note: When you enter the Domain, the Account logo will be automatically fetched. If the logo is still not fetched, you can manually upload the logo by clicking on the account logo and selecting an image from the pop-up file.
   
   
5.  Optionally, enter the Alias Name and Alias Domain.
   
   Important: These fields are unique and can have a maximum limit of 10 Alias Names and Alias Domains separated by a comma.
   
   
6. To update the Account logo, click on the "Update logo using the domain" link 
   
   or click on the account logo and select an image from the pop-up to change/update the logo manually. 
   Note: The Account logo is used as the prospect logo on the ABM Page, so the size of the Account logo should be height:150px and width:250px, and supported logo formats are .png, .jpg, .jpeg, .gif, and .svg.
   
   
7. Optionally, select a cluster from the Cluster drop-down list by typing the cluster name into the field.

   
   

   Note: You can associate this account with more than one cluster. A maximum of 10 clusters can be associated.
   
   
8. Optionally, select a Stream from the Default Stream drop-down list.
   
   Note: The list that is displayed in the default stream drop-down is the Hub name and stream name. After selecting the Default Stream it can be used in the content element block on the ABM Page.
   
   
9.  In the Banner section, enter the Title and Sub-Title for the banner.
   
   
10. To upload the Banner click on the +  sign and select a banner from the pop-up window.
    
    
11. Optionally, click ABM Page Tokens which can be used in the Title and Sub-Title for the banner.   
12. After setting the Banner at the account level, the Banner Title, Banner Sub Title, and Banner Background can be used in the Banner element block on the ABM Page.   
13. In the Custom Fields section, you can select the fields to associate with the Account if you have defined custom fields using Setup > Field Management > Accounts.   
14. Click Save.
    
    
15. You will now be taken to the Account Reps Tab of the Account you just created.
    
16. Click on the +Add Account Rep button that is placed on the top right corner of the Page.
    
    
17.  On the Add Account Rep pop-up window, add the required fields:
    • Type: Select the type of Account Rep you are adding. The three options given in the drop-down are -
      - Account Rep
      - Account Executive
      - BDR (Business Development Representative)
      
      
      Note: You can add only one Account Rep for each Type.
      
      
    • Account Rep: Use the text field and select an Account Rep.
      
      
    • Video URL: Add any video link you wish to display.
    • Welcome Note: Write a Welcome note for the visitor. You can also use ABM Page Tokens. 
      
      

18. Click on Save.
    
    

19.  The Account Rep is added. 
    
    Click here to learn How to Add Multiple Account Reps.