How to Create Accounts in HyperTeamCRM
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The document provides instructions for creating accounts in HyperTeam CRM. It outlines 4 steps: 1) select the Accounts page, 2) click the plus icon to add an account, 3) fill in basic account information, contacts, pictures, addresses and important details, and 4) save the account using the save icon or button. Creating an account compiles all important information in one location for providing exceptional support and service to the account.
How to Create Accounts in HyperTeamCRM
- 1. How to Create Accounts in HyperTeam CRM
- 2. www.sharepoint-florida.comStep 1: Select the Account page on the menu
- 3. www.sharepoint-florida.comStep 2: Click the plus icon to add a new account
- 4. www.sharepoint-florida.comStep 3: Fill in all applicable information
- 5. www.sharepoint-florida.com A. Basic Account Information
- 6. www.sharepoint-florida.com B. Link Contacts • If the contact is already in the CRM, simply type and select the contact’s name in the “Add contact” box. +Click the plus sign to add the contact. +Once added, the contact will be listed and the account and contact will be linked in the CRM. • To delete a contact, click the X icon. • If the contact is not in the CRM, leave this section blank. +The contact can be created and linked to the account at a later time.
- 7. www.sharepoint-florida.com C. Pictures or Documents
- 8. www.sharepoint-florida.com D. Address Add multiple addresses!
- 9. www.sharepoint-florida.com E. Important Details Quick Tip: Make each account feel like they’re you’re number one! Use this section to instantly recall their important information Keep track of your “workiversary” with each account!
- 10. www.sharepoint-florida.comStep 4: Save the account I. Save by selecting the save icon at the top of the profile II. OR by simply clicking “save” at the bottom of the profile
- 11. www.sharepoint-florida.com To edit accounts select the pencil icon
- 12. www.sharepoint-florida.com To delete accounts select the trash can icon
- 13. www.sharepoint-florida.com Congratulations you’ve created an account! By compiling ALL important information in one location you can now deliver exceptional support and service to your new account. That means not only having instant access to their contact information, but also all of their documents, emails, opportunities, tasks, notes, and much more!