Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Create an Account

Every Contact must be assigned to an Account.
 
To create a new Account from the Home page:
  1. Click on the Create New button on the left.
  2. Select Account from the drop down list.
  3. Enter the Account Name (example: “Keller Williams San Diego Metro”)
  4. Enter in as much information as you have available.
  5. Click the Save button.
 
To create an Account at the same time you are creating a new Contact:
  1. When creating a new Contact, click on the magnifying glass next to Account Name.
  2. Click the New button.
  3. Enter the Account Name (example: “Keller Williams San Diego Metro”)
  4. Enter in as much information as you have available.
  5. Click the Save button.
  6. Continue entering the rest of the contact information.

Related Videos:

Create an Account from Jungo, Inc. on Vimeo.

Did you find this article helpful?