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.
Give account a unique name. This is a mandatory field.
Select the Industry from the list.
List all domain names of the customers. This allows requests from contacts to be automatically associated with respective accounts.
Enter customer Time Zone.
Add a description
Annual revenue from the customer
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.
Add any customer attachments (images of files) specific to the portal.
Add any relevant attachments (images of files) that should be available across portals.
3. Finally, click Add.