To create a account navigate to the Modules ➤ Accounts, you can see the created accounts. You will get the list view as you have configured from the Design ➤ Lists ➤ Admin List. [1]
Click on the “+Create” button and insert the form details as you have configured from the Admin Forms. [2][3]
– Account Name: Insert the name of the account.
– Parent Account: Select the parent account for the account you are creating.
– Primary Contact: Select the Primary contact person for the account you are creating.
– Number of Employees: Insert the number of employees.
– Status Reason: Select Status Reason from Active/Inactive.
– Active: Select Active Staus from Yes/No.
– Main Phone & Email ID: Insert the phone number and email address of the account.
– Address Details: Insert the address details.
After inserting all the information click on the Submit button and the account will be created. [4]
Edit, Delete, & Download CSV
You can also perform other actions like Edit, Delete, & Download CSV by clicking on the Ellipsis icon or CSV icon. [5]