You can add new accounts in two ways:
- Enter manually by hand in Soffront.
- Importing from an Excel or CSV file.
In this article, we will show you how to enter accounts by hand. If you are looking for the steps to import accounts, click here. There are two ways to add a new account in your CRM.
Step: 1: ‘Add New’ option next to the Search box at the Top
To enter accounts by hand, go to the Sales module and click on the Plus icon beside the search box at the top right corner of the screen.
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- Choose Accounts from the list.
Step: 2: Quick Add button from the Account Home screen
- Go to the Sales > Accounts > Accounts Home Page.
- Click the Add button on the top right corner of the home page.
- Click the Add button on the top right corner of the home page.
- The Add Account form will appear that you’d fill in which includes the essential fields that your admin has setup for you.
Tip – The mandatory fields will show “(required)” beside the field name. - If you’d like to add a note for the account, use the Note field at the end of the form.
- If you are assigning the account to another team memeber, the form would automatically select the Notify Sales Rep check box after you select the team member as teh assigned sales rep.
- If you need to see all the fields under accounts, click the Expand button. Otherwise, enter the information and click the Save button to enter the account.
