Steps to Create an Account
Navigate to the Accounts page
Click the Add button
Complete the account form
Click Add account
Form Fields
The fields you see depend on your company's configuration: Workflow System:
Workflow - Select which workflow this account should use (if multiple exist)
Initial Stage - The stage is automatically set to the first stage in the selected workflow
Required fields depend on the selected workflow and initial stage
Legacy System:
Account Status - Select the initial status
Required fields depend on the selected status
Common Fields:
Contact information (name, phone, address)
Account owner
Location/property details
Custom fields (if configured)
Required Fields
Required fields are marked with an asterisk (*). The specific required fields vary based on:
The workflow and stage you selected (Workflow system)
The account status you selected (Legacy system)
Your company's configuration
You cannot save the account until all required fields are completed.
After Creating
Once saved, you'll be redirected to the account detail page where you can:
View all account information
Schedule events
Update details
Add notes