Transcript
How to Create Accounts in
HyperTeam CRM
www.sharepoint-florida.comStep 1: Select the Account page on the menu
www.sharepoint-florida.comStep 2: Click the plus icon to add a new account
www.sharepoint-florida.comStep 3: Fill in all applicable information
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A. Basic Account Information
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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.
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C. Pictures or Documents
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D. Address
Add multiple addresses!
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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!
www.sharepoint-florida.comStep 4: Save the accountI. Save by selecting the save icon at the top of the profile
II. OR by simply clicking “save” at the bottom of the profile
www.sharepoint-florida.comTo edit accounts select the pencil icon
www.sharepoint-florida.comTo delete accounts select the trash can icon
www.sharepoint-florida.comCongratulations 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!
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