Create an Account 

To create a new account:

  1. Navigate to Customers > Accounts in the main menu.

  2. Click Create Account.

    Create an account

  3. Provide the following information:

    • Owner — Limits the list of users that can manage the account to users whose roles allow managing accounts assigned to the owner (e.g., the owner, members of the same business unit, a system administrator, etc.). By default, the user creating the account is selected as the owner.

    • Account Name — The name used to refer to the account in the system.

    • Description — Details or a short description of an account record.

  4. To add a contact, click +Add in the Contacts section.

  5. Click Save.