Creating an Account
- Click people Accounts on the left.
- Click the + create account icon in the upper-right.
- On the create account slider:
- Type the name of the account.
- Type the name of a contact for the account. You can optionally add a phone number and email address for that contact.
- Select a lead source.
- Select a market segment.
- If the account is tax exempt, check Is Tax Exempt?
- Type an address. (Optional)
- Type a website address. (Optional)
Note: The website address must begin with either
- Type a description. (Optional)
- Once all the desired information is added for the account, click Create.