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How do I add an Account manually?

Updated over 2 months ago

The Accounts page lets you view and manage the existing accounts and create new ones. This article will help you with the steps you need to take.

Steps to follow

Once you have all the Account data, you can follow these steps to add a new company's card:

  1. Hover over the People section;

  2. Choose the Accounts tab:
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  3. Click on the New Account button;

  4. Select the Create manually option:
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  5. Fill in the fields;

  6. Click Save:
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This is it! If you have any other questions about the Accounts, feel free to message our support team in chats or email them.

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