Accounts/How to Set Up a New Account

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