1. Go to Accounts and select Add account.
2. Enter a Name. Industry, Phone and Website are optional.
3. Select Add account.
Tabs: Overview, Locations, Contacts, Activity, Sales, Documents.
• Overview: DBA, industry, phone, website, billing address and notes. Changes save when you click away from the field.
• Locations: select Add location to add a site to this account.
• Contacts: select Add contact to add someone at this account.
• Activity: calls and visits, including history from before the account was converted from a prospect.
• Sales: sales across all of this account's locations. See [Add sales entries].
• Status: use the selector in the header to set Active or Inactive.
• Customer limit: if you see "Your plan's customer limit is reached," upgrade your plan. See [Plans, limits and usage]. Inactive accounts still count toward the limit.
• Documents: contract uploads aren't available yet.
• Bulk-add accounts: use [Import customers, contacts and assets].