Task 3. Preparing Accounts

To prepare accounts in Autotask, perform the following steps.

1. Hover over the Autotask icon

   Open

   

   , and then navigate to CRM, Accounts, as shown below.
   
   
   

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2. The Account Search page is displayed.
   
   
   

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3. In the Account (Name/Number) field, type the account you are updating.
   The Account listings are displayed.
   
   
   

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4. Click the account you want to update.
   The Account page is displayed.
   
   
   

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5. Click the Edit tab.
   The Edit Account page is displayed.
   
   
   

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6. Select the User Defined tab.
   The User Defined fields are displayed.
   
   
   

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7. At the Intronis Username field, type the user name for that account (in the above example, able_mfng is used), and then click Save & Close.

8. Repeat the above steps for each account that has an Intronis user name.