How to Create an Account

How to Create an Account

There are two ways to create an Account:

Method 1:
  1. Click +Add New at the upper-left hand side of your screen.
  2. Click Account.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and  click Create Account.

Method 2:
  1. Click on the Accounts page on the left-hand side of the screen.
  2. Click the +Account button in the upper right-hand corner. 
  3. Fill out the pertinent information.
  4. 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. 

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