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


Article ID: 3783
Created On: Tue, Oct 30, 2018 at 3:40 PM
Last Updated On: Wed, Jan 26, 2022 at 9:46 AM

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