Add New Account Overview

To create a new account in the Enterprise Portal, click Add at the top left of the Accounts page.

You will be taken to the a page to add a new account.  Fill in each tab. For additional information, you can refer to any of the respective articles:

• Add New Account: Step 1 - Details
• Add New Account: Step 2 - Marketing
• Add New Account: Step 3 - User Defined Fields
• Add New Account: Step 4 - Notes
• Add New Account: Step 5 - Settings