Lesson 1 of 2
1. Create Accounts
Add business entities and key firmographic data.
1
Add Company Details
Provide Legal Company Name, Industry, Annual Revenue, and Primary Website.
Complete firmographics help in segmenting high-value target accounts.
Module: CRM
Accounts Training Guide
Build complete corporate profiles for customer businesses, vendors, and partners.
11 min read
Beginner Level
2 Core Lessons
What You Will Learn
By the end of this training module, you will be able to:
Create detailed business profiles for clients and enterprise accounts
Maintain company website, industry classification, employee count, and revenue metrics
Configure distinct billing, corporate, and shipping addresses
Set up enterprise account hierarchies linking subsidiaries to parent holding companies
Key Concepts & Architecture
Account
A company, enterprise, or organization that buys your products or services.
Parent Account
The primary corporate entity or parent company that oversees child branch locations or subsidiaries.
Step-by-Step Walkthrough
Training Modules & Workflows
Follow these practical guides to master every capability of Accounts.
Lesson 2 of 2
2. Parent & Child Account Hierarchies
Structure global organizations with multiple regional entities.
1
Link Subsidiary
Under Account settings, select the Parent Account to roll up total enterprise deal volume.
Hierarchies give total visibility into total enterprise account contract value.
Frequently Asked Questions
Common inquiries regarding Accounts in KineCRM.
Yes, KineCRM provides an aggregated pipeline view for parent holding accounts.
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