Create an account
There are two ways to create a new account:
- Directly: Click on ‘Contacts’ in the main menu. Then choose ‘New account’ in the top right corner. You will be forwarded to an account creation page where you can enter the respective information. You can set yourself or a colleague as the account manager of this account. To save the created account, scroll to the bottom of the page and press ‘Add account’.
- Via a new contact: Click on ‘Contacts’ in the main menu. Then choose ‘New contact’ in the top right corner. You will be forwarded to a contact creation page, where you should activate the checkbox ‘Is it a business contact?’. As soon as this box is checked, an account field allows you to enter the new account name. Just click on
after entering the name, and the new account will be created. You can later add more information to the account.
Edit or delete an account
If you want to edit account information, you first need to find the respective account. Click on the account in order to access the account overview. In the top left corner you will find the most important information regarding this Account. Click 'Account profile', to access the Account's profile with all other available information. Click 'Edit' in the top right corner. You can now change and edit as you please. When you are done editing, click ‘Save changes’.
Depending on your rights, you might also see a ‘Delete account’ field. Please be aware that deleting an account also deletes all contacts and cases of this account.
Attaching contacts to an account
You can attach several business contacts to the same account. Open the account and click 'Add contact'. The account is pre-filled and you only need to enter the contact's information. If you create a new B2B-contact starting from the contact list, you need to find the corresponding account yourself. Click here to learn more about how to create B2B and B2C-contacts.