Create an account

Create an account to start tracking a company or organization you work with.

Steps

1. Open Accounts from the main navigation.
2. Select Create Account.
3. Enter the account’s Name. This is the only required field.
4. Add any other details you have:
   • Type (Customer, Prospect, Partner, Vendor, or Other), Industry, and Status
   • Website, Phone, and Email
   • Address information: Street Address, City, State, ZIP, and Country
   • Annual Revenue and number of Employees
   • Owner and a Description
5. Select Create to save.

After saving, you are taken to the new account’s detail page.

Tip: If you leave Status blank it defaults to Active, and if you leave Owner blank the account is assigned to you. A Website must be a full web address (for example, https://example.com).

See also: Accounts overview and Create a contact.