Add a prospect or customer

Article • 4/27/2026 • 3 min read

Use the Accounts page to add the prospect or customer to Made2Manage before creating a quo- tation or sales order.

You can specify multiple Bill To addresses for a single account number.

Add a prospect or customer

  1. Open the Accounts (CUST) page.

  2. Select Sales Management > Master Data > Accounts.

    Or

    1. Search for CUST or Accounts in the Navigation box and then select

Accounts.

Accounts (CUST) page appears.

  1. On the Toolbar, click New.
  2. In the Account Number field, type the account number of the customer.
  3. In the Company field, type the company name.
  4. In the General Information tab, in the Type list, select one of the following cus- tomer type:

» Customer

» Prospect

  1. In the Sub-Type list, select the corresponding sub-type:

    » Distributor

    » Manufacturer

    » Retailer

    » Wholesaler

    » None

are now a sub-type of a Customer or Prospect type of account. Distributors are no longer their own type of account.

  1. Click the Sales Person lookup reference.

    The Lookup For Sales Person window appears.

» Select the row that contains the required salesperson for the account, and click Select.

Or

» Double-click the row that contains the required salesperson for the account.

  1. In the Address section, enter the address.

    » In the Street field, type the street address.

    » In the City field, type the name of the city.

    » In the State field, type the state or province.

    » In the Zip field, type the ZIP code.

    » Click the Country lookup reference to select the country.

    » In the Business Phone field, type the business phone number.

    » In the Home field, type the home phone number.

    » In the Business Fax field, type the business fax number.

    » In the Mobile field, type the mobile phone number.

    » In the Email field, type the email address associated with either the Company or the Contacts.

    » In the Webpage field, type the URL of the company’s website.

  2. In the Primary Contact section, click the Last Name and First Name lookup references to select the primary contact for the account if the contact information has been previously established.

  3. Click the Additional Information tab, and in the NAICS**/SIC Codes** section:

    1. Click the NAICS lookup reference, and select the NAICS code from the Lookup For NAICS window.

    For more information about NAICS, see “Add, Change, or remove NAICS Code”.

    1. Click the SIC lookup reference, and select the SIC code from the Lookup For SIC window.

      For details about Financial Information tab in the Accounts (CUST) page, see “Set financial information for a prospect or customer” in Related Topics.

  4. Set the company information.

    » In the Business Type field, describe the company’s business.

    » In the Memo field, type comments about the company.

    » In the Established field, type the year the company was established.

    » In the Employees field, type the number of employees in this company.

    » In the Annual Sales field, type the annual sales in thousands of dollars.

    » In the Distribution list, select this account’s main distribution method: Print*,* Fax*, or* Email.

    » Select the Forecasted check box if your company uses forecast analysis, and you want to use this customer or distributor in demand forecast units that include cus- tomers or distributors.

  5. On the Toolbar, click Save to save your changes.