How to Create an Account


1. When you open an email, the sidebar loads the Contact information. By default, you will see the Account name of the Contact. 


2. When assigning an Account to an entry, click the plus sign to create a new Account.

3. Fill out the form, once done, click on Save Changes button. 

5. A confirmation message will appear that an Account has been created.


Note: Another way to create a new Account is from the Module list. To know more, please click this link.