Shows all the accounts available for a specific company:
Create a New Account
Right click and select New. Fill in the fields in yellow and click on Next:
- Type in a main phone number, and click on Next:
- Fill in the Company field in yellow and click on Next:
- A message saying “A new Account was successfully created” is displayed. Click on Finish:
- Right click and select Edit:
- Make the desired changes and click OK:
- The updated account will be included in the list:
- Select two or more accounts by clicking on their checkboxes on the left side of the screen.
- Click on the Merge Accounts option.
- Select a Primary Contact.
- Click “OK”.
- The following message appears: “Are you sure you want to merge account1 into account2? This action cannot be undone.”
- Click OK.
- The contact accounts are now merged and the previous account is eliminated.