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  • How to create a Product
  • How to create a Price Book
  • How to create an Opportunity
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How to create an Account

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Written by admin
March 29, 2024

1. Go to the “Accounts” menu option.
2. Click the “New” button in the upper right corner.

3. Fill out all required fields in the “Account Information,” “Additional Information,” and “Description” sections. Fill in optional fields as needed.

4. Click the “Save” button.
5. Clicking the “Import” button will allow you to import the list of your saved contacts in CSV format.

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  • How to send Invoices
  • How to add a trigger to Invoice Billing records
  • What is the purpose of Invoice Billing Object
  • What is the purpose of Invoice Template Object
  • How to add Products to an Opportunity
  • How to create an Opportunity

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