fficeGx
Register
Login
Pricing
Contact
Register
Login
Related FAQ's
How to Add Accounts in CRM?
On the Context menu go to
Customer
Add Accounts
Click on Add Accounts, will be redirected to Account add page, where you can find
Details, Address, Contact Details tab.
In "
Details
" tab fill all the mandatory fields and save it.
In "
Address
" tab fill all the mandatory fields and save it.
In "
Contact Details
" tab fill all the mandatory fields and save it.
Finally after filling all the fields click on save the new account is added.
If you want to check whether account is added or not then go to accounts list and check.
♥
Send message
×
Please wait while we are fetching matching orders
×
×
Allow user to add back date logs
×
Enable
Disable