Creating and Managing Accounts

Overview

Accounts A business entity/company store relevant information about existing, prospective, and former clients A Company is the organization where the contact works. This can also be called the Client.. Accounts are also used as to hold Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). who are not yet assigned to an employer company A Company is the organization where the contact works. This can also be called the Client.. Accounts can also be used to store information about partners and competitors.

Create an Account Record

1. Select the dropdown arrow on the Accounts Tab.
2. Click New Account.
   
   
3. Enter the Account Name.
4. Enter details about the new Account. Required fields are indicated by an asterisk. The record can't be saved if these fields are left blank.
5. Click Save.
   

Edit an Account

To edit an Account, first locate the Account record. Once you're viewing the record, follow these steps to edit:

1. Select the drop-down on the same line as your desired Account name and click Edit.
   
2. Enter your changes. For example, choose another Industry or update a phone number.
3. Click Save.
   

Multi-Edit in List View

It's possible to change Account information for multiple Accounts at the same time using List Views when the list view is comprised of accounts with the same Record Type. From the Accounts Tab first open the List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) you want to edit.

1. Select the Edit icon.
   
   
2. Enter new data or update existing data on as many different lines as needed.
3. Click Save.

Reassigning Ownership of Accounts

Over the life of an Account, you may need to transfer ownership or reassign an Account to another person. When you transfer an Account, you transfer the ownership of Contacts, Notes and Attachments, and Open Activities related to that Account.

To change the Account Owner:

1. Select the drop-down on the same line as your desired Account name and click Edit.
2. Select the Change Owner icon.
3. Search People Salesforce standard object. Used to store data about either a Client Contact or a Candidate Contact. or add a new Account owner.
   
   
4. Mark the Send a notification email checkbox (recommended).
5. Select Submit.
   • The Account now has a new owner. This will have an impact on reporting.
     
     

Check For and Merge Duplicate Accounts

In Salesforce Lightning View, use either the Global Search to find potential duplicates or look at the Related Lists section of an Account which is in the right panel of every Account. Click the Potential Duplicates message to view the duplicate suggestions and decide whether to merge the Accounts or adjust their names.

For more information about Duplicate Accounts and Merging them, see Customize Duplicate Rules and Complete Guide to Salesforce Duplicate Rules.