The default settings associated to an account profile can be linked to a sales lead or an order. 

 

When a sales lead is created using the New > Lead option within Mover’s Suite, the user can specify an account to use within the Account Profile drop-down menu of the Sales Lead Information window. 

 

Figure 4: New > Lead interface

 

 

Important: If a salesperson is defined as an account default, then it will overwrite the Salesperson entered in the Sales Lead Information window.

 

The Account Profile tab can also be used to set the account and its related default settings.  Further, a user can switch accounts using this tab as well.  Refer to the Account Profile Tab section for more information.

 

The following table lists which default settings are applied to the order when an account profile is in use.

 

Potential order defaults set with Account Profile assignment:

 

Account Profile Management Field	Tab > Field Affected
Special Instructions	Move Information > Special Instructions
Account	Billing Information > National Account
Customer	Billing Information > Customer
Task Definition	Name,Address,Phone > Task Definition
Task Group	Name,Address,Phone > Task Group
Salesperson	Name,Address,Phone > Salesperson
Coordinator	Name,Address,Phone > Transportation Coordinator
Revenue Clerk	Billing Information > Revenue Clerk
Logistics Coordinator	Name,Address,Phone > Logistics Coordinator
Tariff/Rate	Billing Information > Tariff/Rate
Contract	Billing Information > Contract
Valuation Type	Move Information > Valuation
Contacts	Account Profile > Contacts
Services	Account Profile > Services
General Notes	Account Profile > General Notes