On the main account list screen, click the Add an account icon.

The Add Account page appears. The layout of this page is determined by your system administrator. Account name is usually the first field. In this example layout, the Supplier Type or Account Type is a dropdown with options of how the account is related to the organization. The account type can be a Channel Partner, a competitor and so on.

The territory field is a dropdown with all the territories the user is associated with. Choose the appropriate territory. You can also set a parent Account and a primary contact when creating an account. This is shown in Part 2 of Add an Account.

You can use the Company background field to add a brief note for the new account.

The Industry type field is a dropdown with all the various industry types the organization is associated with for example Automotive, Manufacturing and so on. New industry types can always be added. Should none match the account, the None option can be selected.

Many more account fields are available.

The Contact Information has three sections: Address, Phone & Email. There can be three different Addresses for an Account: a main address, a billing address and a shipping address. One of the addresses can be selected as the primary address. In this example, the Main address is thus selected.

An account can have a main phone number, a fax number and another extra phone number associated with an Account Record. Note the primary phone number here is the Main.

As with the address, there can be only one phone number designated as primary. If the user decided to change the other number as the primary phone number, a popup appears, warning the user that the other phone checked as primary will be unchecked, since only one may be marked primary.

Enter the account's email address. Click Save to save the new Account details in the system.

On saving the new account, we are returned to the main Account List page. To find the newly-created account, click on ’Q’ from the alpha ribbon found on the top of the page.

The new Account record Quick Sales 1 can be seen.