How to add accounts

1. Start by opening the dashboard

2. Head to the Accounts tab to manage or view account information

3. Click Create Account to get started with a new account entry

4. Enter the Account contact details for the new account

5. Add a clear and recognisable Account Name to keep your records organised

6. Type in the account name for easy future identification

7. Adjust the account’s Rating to track its current status quickly

8. Set the rating as Active to mark this account as open and operational

9. Choose the Enquiry Source to understand how your new client found you

10. Select the relevant enquiry source

11. Pick the right Industry to tailor services for each account

12. Input the number of Employees to fine-tune your level of service

13. Add the organisation’s Website to centralise all key details for future reference

14. Select the Region to target communications and support effectively

15. Enter Annual Revenue

16. Add relevant/available Account Profile Information

17. Enter the Address Information

18. Select Billing to Shipping to auto-fill the shipping address fields if these are both the same

19. Click Save to secure your newly created account and all its details

20. Review your new account or go back to the Kanban view to see all accounts at a glance

21. Your new account has been created

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