Help CenterPurpose
The Account Type configuration allows Sales administrators to define the classifications used to identify the business role or nature of an Account.
These values become available in the Account Type field of the operational Account Record, helping the organization distinguish customers, prospects, partners, suppliers, and other relevant types of Accounts.
Consistent Account Types support structured data entry, filtering, reporting, and commercial analysis.
Access Path
Control Center → Sales Management → Account → Account Type
Overview
An Account Type answers the following question:
What business role does this Account have within the organization?
Depending on the organization’s commercial model, Account Types may include:
- Customer
- Prospect
- Partner
- Supplier
- Reseller
- Internal Account
The values should reflect the classifications actually required by the organization. Avoid creating Account Types that duplicate Account lifecycle stages, segmentation levels, or subsidiary relationships.
Account Types Landing Page
The landing page displays the Account Types already configured in UNEEVO.
From this page, Sales administrators can create new Account Types, review existing records, and maintain the values available to operational users.
Displayed Information
| Column | Description |
|---|---|
| Name | Name used to identify the Account Type. |
| Company | Company or organizational scope to which the Account Type applies. |
The displayed columns may vary according to the list configuration and the user’s permissions.
Available Actions
| Action | Description |
|---|---|
| Add Account Type | Creates a new Account Type. |
| Refresh | Reloads the list with the latest information. |
| Include Deleted | Includes previously deleted Account Types in the list, subject to permissions. |
| Export | Exports the Account Type information displayed in the list. |
| Columns | Allows users to select which columns are displayed. |
| View | Opens the selected Account Type for review or update. |
| More options (…) | Displays additional actions available for the selected record. |
The list also supports sorting, filtering, pagination, and configuration of the number of records displayed per page.
Creating an Account Type
Select Add Account Type to create a new classification.
Complete the required information and save the record. Once created, the new value becomes available in the Account Type field for the applicable company scope.
Field Descriptions
| Field | Description |
|---|---|
| Name | Name used to identify the Account Type. It should be clear and easily understood by Sales users. |
| Company | Defines the company or organizational scope in which the Account Type is available. |
💡Fields marked with an asterisk are mandatory.
Available Actions
-
Save – Creates the Account Type and closes the form.
-
Save and New – Creates the Account Type and opens a new form to create another value.
-
Cancel – Closes the form without saving.
Updating an Account Type
To update an existing value:
- Open the Account Type landing page.
- Locate the required record.
- Select View.
- Update the applicable information.
- Select Save.
Before changing an existing Account Type, administrators should consider whether it is already assigned to operational Account Records. Renaming a value may change how existing Accounts are displayed and interpreted.
Where the Configuration Is Used
Account Types are used in:
Sales Management → Accounts → Account Header → Account Type
When creating or updating an Account, users can select one of the values configured for their applicable company scope.
| Control Center | Operational Feature |
|---|---|
| Account Type – Name | Account Header – Account Type |
| Account Type – Company | Determines the organizational scope in which the value is available |
Business Examples
| Account Type | Possible Use |
|---|---|
| Customer | Organization that currently purchases products or services. |
| Prospect | Organization with which a commercial relationship may be developed. |
| Partner | Organization collaborating with the company in delivering or generating business. |
| Supplier | Organization providing products or services to the company. |
| Reseller | Organization authorized to resell the company’s products or services. |
| Internal Account | Internal company or entity represented as an Account for operational purposes. |
These are illustrative examples only. The final values should follow the organization’s business model and terminology.
Configuration Recommendations
- Use short and clear names that operational users can understand immediately.
- Define Account Types according to the Account’s business role.
- Avoid creating multiple values with the same or very similar meaning.
- Do not use Account Type to represent the maturity of the commercial relationship; use Account Stage for that purpose.
- Do not use Account Type to represent strategic importance; use Account Tier instead.
- Confirm the correct company scope before saving the configuration.
- Review the proposed list with Sales stakeholders before operational use.
Important Notes
- Account Types should be configured before users begin creating Account Records.
- If no Account Types are configured for the applicable scope, users may have no values available for selection.
- The same organization may require different Account Type values depending on its commercial model.
- Changes to existing values may affect Accounts where the type is already assigned.
- Before deleting a value, verify whether it is currently used by Account Records.
- Deleting an Account Type may not remove it from historical records.
- Access to this configuration depends on the user’s Control Center permissions and company scope.
Related Articles
Control Center – Sales Management – Account Overview
Control Center – Sales Management – Account Subsidiary Types
Control Center – Sales Management – Account Stages
Control Center – Sales Management – Account Tiers
Sales Management – Accounts