Creating a New Account

The word "Select" in this topic is a "User Defined Variable" which can be changed from "Click" to "Tap" depending on the author's target delivery of desktop vs. Tablet, Phablet or Smartphone

Accounts are the lifeblood of any business such as Whirl the World Travel. Without accounts providing a steady influx of customers, the business withers and dies.

To Create a New Account in Salesbuilder:

Select the New Account button.

Add the Account Name and any other pertinent information.

Select Save and Close.