From CommenceCRM-Help
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::::::::4. When you are finished, click on the “Save Changes” button. | ::::::::4. When you are finished, click on the “Save Changes” button. | ||
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::::::::5. The New Accounts dialog will close and your new account and associated information has been added to the account list. | ::::::::5. The New Accounts dialog will close and your new account and associated information has been added to the account list. | ||
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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. | ||
[[File:image071.png]] | [[File:image071.png]] | ||
Revision as of 16:10, 14 September 2012
File:Image004.gif Set up a new account by clicking on the “New” button on the “Accounts” screen. Then, fill in available information in the fields provided.
- Step-by-Step
- 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.
