How to Create an Account
Time: 2 minutes Difficulty: Easy Last Updated: 2026-01-15
Learn how to create a new customer account in Sales CRM. This guide covers all required fields and includes example values.
Overview
This guide shows you how to create a new customer account in Sales. Accounts represent companies or organizations you do business with.
Step-by-Step
Step 1: Navigate to Accounts
- Log in to your dashboard
- Click Sales in the sidebar
- Click Accounts
[Screenshot placeholder]
Step 2: Click Create New
- Click the + Create button in the top right
[Screenshot placeholder]
Step 3: Fill in the Form
Required Fields:
| Field | What to Enter | Example |
|---|---|---|
| Account Name | Company or organization name | Acme Corporation |
| Type | Account type (Customer, Vendor, Partner) | Customer |
| Industry | Industry classification | Technology |
Optional Fields:
| Field | Purpose |
|---|---|
| Website | Company website URL |
| Phone | Primary phone number |
| Billing Address | Billing address details |
| Shipping Address | Shipping address details |
| Description | Additional notes about the account |
Step 4: Save
- Click Save or Create
- You'll see a success message
- The account is now available for linking to contacts, opportunities, and quotes
Tips
💡 Best Practice: Create account types and industries first in Settings to keep your accounts organized.