Articles on: Prospects and Accounts

Create an account

Create an account to represent a business or company you want to sell to.

Create an account to keep all the information you need about a company or business you want to sell to, and track your engagement with prospects from that business.

You can also define custom fields to store any additional information you need to.

Accounts are created in the Accounts screen.

From the Accounts screen, click Create Account.

Type the Name of the account.

Type their website in the Domain field.

Type any Tags you want to use to classify or group the account.

If you want to add more information, click Show more options.
The more information you add, the easier your engagement process will be.

When you're added all the information you want, click Create.

You can now add prospects to this account and track your engagement activities.

Updated on: 24/06/2024

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