Create an Account

Click the Accounts option in the Address book menu.

 

In the newly opened Accounts tab, click on the New option.

 

A form with detailed information needed to create a new Account in the CRM will appear. Fill in the form and confirm by clicking the Save or Save and Close button.

You can easily link contacts that you deal with to the created Account. Find out more about this function here.

If you also deal with natural persons, you can also enter them into the CRM and work with them as if they were Accounts. Simply put the client's name and surname into the Account name.

 

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