Adding an Account

To add a new account: 

1. Go to the Accounts tab and then click New.

2. Now, provide necessary account details as required. The default account fields available are as follows. 

Field	Description
Account Name	Give account a unique name. This is a mandatory field.
Industry	Select the Industry from the list.
Domain Name	List all domain names of the customers. This allows requests from contacts to be automatically associated with respective accounts.
Time Zone	Enter customer Time Zone.
Description	Add a description
Annual Revenue	Annual revenue from the customer
Address Fields	Add address details with various lines and fields like Postal Code, Landmark, State, and Country.
Contact Information Fields	Add contact information such as E-mail ID, Fax No., Phone No., Web URL.
Attachments	Add any customer attachments (images of files) specific to the portal.
Global Attachments	Add any relevant attachments (images of files) that should be available across portals.

 

        3.   Finally, click Add.

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