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.