Add a new Account

To add a new account in InsightsCRM:

1. Navigate to the Accounts Module.

2. Click on Add Accounts button.
   

3. A new window, ‘Add Account’, will appear on the screen, fill in the required details.

4. Click on the Save button to add the account.

5. The newly added account can be viewed in the Accounts module.
   

• Related Articles

• Create New Account Types

  Open Admin Module: Start by accessing the Admin Module in Insights CRM. Select Data Fields: Click on 'Data Fields'. Choose 'Account Type': From the data fields list, select 'Account Type'. Add Account Type: Click on the 'Add Account Types' tab, ...

• Add Tags in a Note Under Account

  Navigate to Accounts module. Click on Add Notes or Plus Icon under Notes tab. A new Notes window will be opened, click on Tag icon. Select the relevant tag from the Tags search bar. The selected Tags will be inserted into the Notes window. Click on ...

• Add a New Deal

  Navigate to the Deals module. To add a new Deal, click on the Add Deal button located in the right top corner. Select the Deal Type, category, sub-category, and Deal status from the Deal Stage dropdown. Fill in all the details which are required. ...

• Add Attachment in a Note Under Account

  Open the Accounts Module: Begin by navigating to the Accounts module in Insights CRM. This module is essential for managing account-related information. Locate the Notes Column: Scroll to the right side until the Notes column becomes visible on your ...

• Add a new Contact

  The Contact Module will allow internal users to maintain every personal detail of an individual contact under a given space. It can also help users create or track the task assigned against any contact. Navigate to the Contacts Module. Click on Add ...