Account & Contact management

Use the Account owner report that you can find at the side bar of your home page to search for the current account owner of your accounts. Then, send the person an email to transfer your accounts to you.
If you own accounts in Salesforce.com that are not yours and you know who is the right account owner or you are asked to transfer the ownership: Go to the account and follow the instructions in this link .

You have to create a draft account in salesforce and send it to the sales and marketing team.

First, confirm if the account you want to create doesn't exist in SFDC through the search functionality.

Then, click on create new account and choose 'Non SAP Customer' as he will be created with one of the following partner types: prospect, non buying entity or indirect customer.

Click on the button « Convert Prospect to Customer » and fill in the required information.

You should include all those that have a direct or indirect interaction with the customer. Always include your CSR.

This can be caused by the confidentiality. In this case you need to ask one of the account managers to add you in the account team.

For a Non SAP account, the account owner is the account manager who created it. His responsibility is to ensure that the account information is properly maintained.

For a SAP account, the account owner is "Admin". That means that the ownership is shared between the Account Managers of the Account team.

The corporate group represents the highest hierarchy level of the account’s structure.

Identify what part is the contact playing in the business process despite of his function in the company.

Check the Account History.