Accounts: Create and Manage Customer Records

Step-by-step instructions

1. 1

   Search first

   Look up the company by name, phone, address or contact to prevent duplicates.

2. 2

   Create the account

   Select New Account and enter verified company and location details.

3. 3

   Add sales context

   Set priority, stage, system interests, opportunity type and lead source where known.

4. 4

   Save the account

   Select Save and verify the company appears in the Accounts list.

5. 5

   Use quick filters

   Try Due, Takeovers, Proposals, No Follow-Up, High Priority or Unmapped.

6. 6

   Keep it current

   Open the exact account after every interaction and update its status and next action.