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Creating Contacts & Accounts

Last Updated: Jul 01, 2015 12:10PM EDT
Users can create two types of records: contacts or accounts. Contacts are individuals while Accounts are entire businesses and organizations. The creation process for contacts and accounts is almost identical. Contacts and accounts are created and managed under the Contacts tab.
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Select the New Contact or New Account button. This loads the Add contact/account window.



In the fields provided, enter the appropriate information. If you create an accounts it will request company information only. Username and password auto-generate from the information provided but can be changed.



After you are finished entering the information select the Save button at the top or bottom of the page.
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