Creating a new account

  1. Select My Accounts on the navigation menu, by default, the first sub filter is selected.
  2. Click New.
  3. Specify the account. If you need to specify more information, expand the other sections, such as Contact and Activity.

    The Account number field is disabled by default. This field is populated if the record is imported from M3 BE or when you create an M3 customer using the M3 CLM account.

    See Creating an M3 customer using an M3 CLM account.