Creating an account

You can create a new account from any of the Insight companies imported into your Salesforce account. Note that imported companies may not necessarily be associated with an Insight project. 

The information displayed on the Salesforce company details page is imported from the Insight company listing. When you select a company to be an account, the company information is imported into the New Account page for review and editing.  

Note: Not all fields from the Insight company listing may be present in your Salesforce version of the company. Additionally, there may be fields in the listing that are specific to your company. For more information, contact your system administrator. 

This section contains the following topics: 

• Creating a new account
• Allowing automatic account information updates
• Editing account information  

Creating a new account

To create a new account, 

Allowing automatic account information updates

You can select to have account updates automatically imported into the listing by ConstructConnect. 

To allow automatic updates, 

• select Yes for the Allow Automatic Future Updates to this Account by ConstructConnect? option. Note that the default value is No.  

Editing account information

The New Account window lets you review the company information and modify certain sections. Make sure to click Save after you are finished changing any information. 

Notes:

• Fields marked in red are required. 
• Any information specific to your company is not described in this section.  

The following table describes the fields in the New Account window.