Adding Accounts to Dashboard for New Contacts

Adding Accounts to Dashboard for New Contacts

  • Click Accounts>Dashboard
  • Click "+ New" near right-hand side.

  • 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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