Steps to Add an Account #

Navigate to CRM:

• Open the CRM (Customer Relationship Management) system.
• Locate and click on the “Accounts” tab.

Create a New Account:

• Click on the +NEW button to start creating a new account.

Add Account Name:

• In the provided field, enter the name of the account. Make sure the account name is accurate and correctly spelled.

Select Status:

• From the dropdown menu, choose the account status:
  • Active
  • Inactive
  • Hold for Payment

Enter Contact Information:

• Provide the following details:
  • Email: Enter the account’s email address.
  • Phone Number: Input the phone number.
  • URL: Add the website URL (if applicable).
  • Fax: Enter the fax number (if applicable).

Add Contact Details:

• Input the contact person’s details:
  • Position: Enter the person’s role or position.
  • Phone Number: Add their phone number.
  • Email: Input the contact’s email address.
  • Notes: Include any relevant notes about the contact.

Billing Information:

• Fill in the billing details:
  • Billing Email: Enter the email used for billing purposes.
  • Invoice Terms: Select the invoice terms from the options provided (e.g., Net 15, Net 30).
  • Invoice Delivery Method: Choose how invoices will be delivered (e.g., Email, Print, or Consolidated).
  • Billing Address: Add the billing address of the account.
  • Tax Exempt Status: Select whether the account is tax-exempt or not.

Proceed to Stores:

• After successfully creating the account, go to the “Stores” section.
• Click on +NEW to add a new store.