Create a CRM Account Record


Create an Account Record

1.  Log in to the Workforce CRM:

2.  Click the + icon in the top right.

     Plus sign

3.  Select Account.

     Select Account

4.  Enter all fields that are required denoted by the red asterisk *

     Account fields


5.  If you have a primary contact at the company, click the magnifying glass and search for the contact record.

     Magnifying glass in the Primary Contact field


Posted - Tue, Oct 30, 2018 at 3:40 PM. This article has been viewed 3302 times.
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