Add Accounts

What is an Account?

• We use Accounts to Add Subscriptions, Bank Accounts, Cards, and Products to It.
• You can also import your Account and Leads. Click on this link "Import Leads and Accounts"

Step 1. Add an Account

• Navigate to Contacts-People-Accounts

• Click on Add

• Provide individual personal information

• Provide Further Personal Information.

• In the Finance Section, the Default Billing Day is mandatory, you can also add an Opening Balance date and amount.

• Provide Marketing Information

• Provide your Address

• Provide Social Media and Tracking Information (this is not mandatory)

• After you provided the individual's information, click on Save.

Step 2. Add a Company

• Navigate to Contacts-Companies-Accounts

• Click on Add

• Provide Company Information

- Remember to tick "Is Active" to make the Company Account live.

• Provide further Company information

- In the finance section, you need to provide a Default Billing Day (Mandatory).

• Provide Marketing Information.

• Provide an Address for this Company.

• Provide Social Media and Tracking Information (this is not mandatory)

• After you provided the individual's information, click on Save.