How to Create an Account
There are two ways to create an Account:
Method 1:
- Click +Add New at the upper-left hand side of your screen.
- Click Account.
- Fill out the pertinent information.
- Scroll to the bottom and click Create Account.
Method 2:
- Click on the Accounts page on the left-hand side of the screen.
- Click the +Account button in the upper right-hand corner.
- Fill out the pertinent information.
- Scroll to click Create Account at the bottom of the screen.
To learn how to add contacts to an accounts, please visit the related articles below.
Related articles: How to Create a Contact | How to Add a Relationship
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