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Creating New Accounts and Contacts

This guide will help you quickly and easily create new client Accounts and Contacts in Liscio.

Liscio Support avatar
Written by Liscio Support
Updated over a week ago

Creating a New Account

  1. Select +Add New > Account from the left-hand vertical menu, or

  2. Navigate to the Accounts Page, then select +Account.

  3. Fill in all relevant account information.

  4. Select Create Account.

Adding a New Account to an Existing Contact

  1. Navigate to the existing Contact.

  2. Select the Accounts tab.

  3. Click +Account > New Account.

  4. Select the appropriate Relationship Type (describes the contact’s role related to the account).

  5. (Optional) Check Account Owner if the contact requires additional viewing/editing privileges.

  6. Fill in all relevant account information.

  7. Click Add Account.


Creating a New Contact

  1. Click +Add New > Contact from the left-hand vertical menu, or

  2. Navigate to the Contacts Page, then select +Contact.

  3. Fill in all relevant contact information.

  4. Click Create Contact.

To Invite the Contact:

  • Click the ellipsis (…) in the upper-right corner, then select Send Invite.

Note: Best practice is to associate each Contact with at least one Account and define the appropriate relationship.

Adding a New Contact to an Existing Account

  1. Navigate to the existing Account.

  2. Select the Contacts tab.

  3. Click +Contact > New Contact.

  4. Select the appropriate Relationship Type.

  5. (Optional) Check Account Owner if the contact needs additional viewing/editing privileges.

  6. Fill in all relevant contact information.

  7. Click Create Contact.

To Invite the Contact:

  • Hover over the contact record and select Send Invite.

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