Adding a New Account

You can use the Insert New Account dialog box to add a new account.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To add

1. On the New menu, click Account.
2. Complete the remaining account information boxes as required by your company's policies.
3. Click Look for Matching Records to search for records with matching information.
4. Click Save.

Related Topics

Adding New Contact and Account

Adding New Contact for Existing Account

Accounts Overview

Using the Account Detail View

Using the Account List View