Difference between revisions of "Accounts/How to Set Up a New Account"

Latest revision as of 16:20, 11 January 2013

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.

2. On the Accounts screen, click New. The New Account dialog displays.

3. Enter all the account information that you have available. The Custom Fields section will have field titles customized for your company.

4. Click Save Changes. The New Accounts dialog closes and the new account is added to the Accounts list on the Accounts screen.

Best Practice: After creating a new account access it from the Accounts list to add contacts and account details.

Return to Accounts

@@ Line 1: / Line 1: @@
-Set up a new account by clicking on the “New” button on the “Accounts” screen.  Then, fill in available information in the fields provided.
+. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
-Step-by-Step
+. On the Accounts screen, click '''New'''. ''The New Account dialog displays.''
-. Go to the Accounts module screen by clicking on the “Accounts” module tab.
+. Enter all the account information that you have available. The '''Custom Fields''' section will have field titles customized for your company.
-. On the Accounts Screen, click on the “New” button.
+. Click '''Save Changes'''. ''The New Accounts dialog closes and the new account is added to the Accounts list on the Accounts screen.''
-. When the New Account dialog appears, fill in the fields for which you have information.
+'''Best Practice:''' After creating a new account access it from the Accounts list to add contacts and account details.
-. When you are finished, click on the “Save Changes” button.
+Return to [[Accounts]]
-. The New Accounts dialog will close and your new account and associated information has been added to the account list.
-Note:  Once an Account is established you can then begin to add contacts to the Account.