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Account Types are configured in Setup / Users & Accounts / Accounts / Account Types |
Guides In this article:
Overview
Account types are used to classify accounts (partner, enterprise, etc.). Account types are useful for reporting purposes, allowing you to filter data down to particular accounts (e.g. view revenue from corporate customers only). An account type is selected during account creation but it can be changed after the account has been created (on the Account > Overview > Settings > account screen).
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The information in this panel reflects the currently selected account type. From here you can change account type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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