How can I create a new account?

You can create a new account within the "Accounts & Contacts".

Create a New Account

  1. Click on “Accounts”
  2. In the upper left-hand corner of the address book screen click on the "New Account".
  3. Configure your account according to your preferences and click "Save".
Note: By default, all accounts are created as private. In order to share an account with your sales team, you need to change the account sales unit.



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