Working with accounts: creation, edits and lifecycle

You can create a new account from anywhere in KEBS using the global + button in the top navigation bar. Clicking it opens a quick-access panel organised into Sales, Miscellaneous, and Admin actions. Under the Sales section, select New Account to open the account creation form.

The first thing the form asks you to do is choose an Account Persona. This determines which tab the account will appear under in the accounts list and controls certain downstream behaviours in opportunities and billing.

Once you select a persona, the rest of the form becomes active. Fill in the required fields across the three sections below.

The Create Account form is divided into three sub-sections: Account Overview, Account Info, and Account Managers and Delivery Stakeholders. Each section captures a different dimension of the account record.

Account Overview captures the core identity of the account:

Account Info captures the commercial and organisational classification:

Account Managers and Delivery Stakeholders assigns internal ownership:

Once all required fields are filled, click the red save button (the checkmark icon at the bottom right) to create the account.

After saving, KEBS adds the new account to the top of the accounts list and displays a confirmation toast at the bottom of the screen: Added to my Accounts. The total account count in the relevant tab (Customer or Partner) increments by one, confirming the record has been saved.

Notice that the new account’s Fav column shows a filled gold star. This means KEBS automatically marks the account as a favourite when you create it. You can toggle this star on any other account row to add it to your personal My Accounts list, or click a filled star to remove it.

• Filled gold star: The account is in your My Accounts list and will appear in your personalised account view
• Empty star: The account is not in your My Accounts list. Click to add it.

The list view also reflects the Strategic Account Tier you assigned during creation. In the example above, the account is classified as Platinum, which is visible directly in the list without opening the record. This allows sales leaders to quickly scan the list and identify high-priority accounts.

Once an account is created, it becomes immediately available as a lookup target in all other KEBS modules. The most common next step is creating an opportunity against the account. When you open the Opportunities module, you will see the account name appear in the Account column of any opportunity that has been linked to it.

The opportunities list gives you a cross-account view of all deals in your pipeline. Each row shows:

Click the Filter button at the top of the accounts list to open the filter panel. The panel displays all available filter dimensions as columns. You can select one or more values within each dimension, and KEBS will apply all active selections simultaneously to narrow the list. Active filter values are highlighted in the panel so you can see exactly what is applied at any time.

The available filter dimensions on the accounts list are:

Each filter column also has a search icon at the top right, allowing you to type and search within the values listed. This is particularly useful for the Account Owner and Delivery Manager columns when your organisation has a large team.

Once you have made your selections, click the green checkmark button at the bottom right of the panel to apply the filters. The accounts list will immediately update to show only records matching all active selections. Click the red X button to discard your selections and close the panel without applying any changes.