Account

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]

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