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Nick Kohn a posé une question dans #Sales And Marketing
im adding contacts and some of their brokerages dont seem to be in our database.  How can I add them in order to complete the contact info upload?  thanks
4 réponses
  1. 29 mars 2013, 17:38
    DISCLAIMER: Make sure your business processes support the ability for you to create new Accounts freely before doing anything.

     

    Assuming you have permission to create new Accounts, simply click the Accounts tab and then click the New button in the middle of it. Create the new Account BEFORE creating the Contact.

     

    If you have it enabled, you may see a Create New menu in the left sidebar. You can also use this to create a new Account as well.
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