Creating an Account

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

Still need help? Contact Us Contact Us