How to Add a New Account

How to Get Here:

1. From the main dashboard, click the Main Menu icon (☰).
2. Navigate to Accounts & Leads > Accounts.
3. On the Accounts List screen, click the + Add New button.

Instructions (General Tab):

The "Add New Account" form is organized into several tabs. The first and most important is the General tab.

1. Fill in the Primary Information needed:
   • Account Code: A unique identifier for the account.
   • Account Name: The name of the customer's company.

Note: The Account Code field can be automatically generated by the system after you save.

2. Set the Account Status:
   • On the right side of the screen, use the toggle switches to set the status of the account (e.g., set the Active toggle to on). The "Is Lead" toggle is particularly important for differentiating potential customers from current ones.
3. Enter Additional Details:
   • In the lower section of the General tab, you can add more details like the Business Legal Name and any Additional Notes.
4. Add Address and Contact Info:
   • Click on the other tabs like Address and Email to add the customer's location and contact details.
5. Save the Account:
   • Once you have entered all the necessary information, click the green Save Account Information button at the top right of the screen.

Expected Result: You will see a green success message at the top of the page confirming the account has been saved. The screen will remain on the account detail page, and you will now see the Account Code has been filled in. You are now ready to add more details like contacts, addresses, and documents using the tabs.