How to add accounts
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
