Kentico CMS 6.0 On-line Marketing Guide

Example: Creating a sample account

Example: Creating a sample account

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Example: Creating a sample account

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Here you will learn how to create a new account.

 

1. Sign in as an administrator and go to CMS Desk -> On-line marketing -> Accounts and click the AddAccounts New account link.

 

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2. In the New account dialog, enter for example the following properties:

 

Account name: Kentico Software

Account status: select an account status, if no statuses were defined yet, please refer here to see how to do it

Account owner: Luke Hillman (LukeH)

Address line 1: AXA Centrum

City: Brno

Zip code: 60200

Country: Czech Republic

Phone: +420-511-180-800

E-mail: info@localhost.local

 

Once entered, click Save Save for the new account to be created.

 

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3. The account is now created and you are redirected to the General tab of its editing interface. If you want to add contacts to it, switch to the Contacts tab and click the ContactNew Add contacts link. In the Select contact dialog which pops up, select contacts who should belong to the account, e.g. James Watson defined in Contacts -> Example: Creating a sample contact, and click OK.

 

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4. Optionally, switch to the Subsidiaries tab, click the AddAccounts Add accounts link and in the Select account dialog select accounts which should be recognized as subsidiaries of the current account. Click OK.

 

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6. If you now view the list of accounts in CMS Desk -> On-line marketing -> Accounts, you can see that the new account is listed among other accounts.

 

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