From CommenceCRM-Help
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::::::::'''''Note:'''''Once an Account is established you can then begin to add contacts to the Account. | ::::::::'''''Note:'''''Once an Account is established you can then begin to add contacts to the Account. | ||
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Revision as of 09:28, 25 September 2012
Set up a new account by clicking on the “New” button on the “Accounts” screen. Then, fill in available information in the fields provided.
- 1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
- 2. On the Accounts Screen, click on the “New” button.
- 3. When the New Account dialog appears, fill in the fields for which you have information.
- 4. When you are finished, click on the “Save Changes” button.
- 5. 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.
