Work with accounts and contacts

Article
10/05/2022
2 minutes to read

Account and contact records store much of the information that you and your team collect from your customers. You store data about companies you do business with in accounts. Similar to Microsoft Office Outlook or other email programs, you store data about the people you know and work with in contacts.

Usually, an account has more than one contact associated with it, especially when you're working with a larger company with many departments or locations and you deal with several people to manage the account.

Create an account

Go to Sales > Accounts.
Choose New.
Fill in your information. Use the handy tooltips as a guide.
Select Save.

Edit an account

Go to Sales > Accounts.
Open the account and change the information that you want.
Select Save.

View a contact

Go to Contacts.
You'll see a list of your active contacts. You may need to scroll to see the whole list.
Select a person's name to see the details for the contact.

Create a contact

Go to Contacts.
Choose New.
Fill in your information. Use the handy tooltips as a guide.
Select Save.

Edit a contact

Go to Contacts.
Open the contact and change the information that you want.
Select Save.