Accounts & Contacts

Now log out as admin and log in with the username and password of the user you created just before. You will see what a team member user sees when he first logs in from the empty database.

The Dashboard

This is the dashboard page:

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Create your first Account

Click on Accounts in the upper left menu, you gets the list of your accounts. So, an empty page!

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If you wants to create your first account, click on the New menu and you will be able to fill in your first account. The only mandatory field is the account name (usually the company name).

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Click on the save button, you get this:

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Then, if you want to add a first contact associated to this account, you must click on the Team submenu and the add button:

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Create your first Contact

After clicking on the add button, you will get the page below with a list of fields to fill in. The only mandatory field is the contact name.

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By selecting the Account field, you get a list of accounts to associate with the created contact. If you select an Account, a pop up window will offer you to automatically fill in the fields related to the account (address, phone, fax, etc.).

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