Adding Accounts to Dashboard for New Contacts
- Click Accounts>Dashboard
- Click "+ New"
- Click "+ Create account(s) for new contact(s)
- Enter first name, last name, email, account type, contact type
- Click "Create Accounts"
- *To add more than one account at a time, select "+Add Account" button on the lower right-hand side of the page after adding each contact and before selecting "Create Accounts".
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