6.3. Using Accounts

This section describes ways to use the Accounts application effectively.

6.3.1. Creating a New Account

This screen allows you to enter all the details associated with a new Account such as address, email, phone number, and so forth.

To create a new Account:

  1. Click CRM > Accounts> New Accounts.

  1. On the New Account screen enter the details for an account like Account Name, Address Information, Company Information, Personal Information, etc.

  2. Click Save when you are finished entering information in the fields.