You can add accounts from the Accounts Section or the Actions menu by following these simple steps -
- Click on Add Account on the top right
- In the dialog that appears, enter the details of the account
- Click on Automap prospects with the same domain to this account option if you want to automatically map prospects related to the domain entered in the earlier box.
- Click on Add.
Your account will be added successfully to the Accounts Table. To view your account, use the Search tool in the management bar.
- While adding accounts, you can enter the personal details of the account like Account Name, Domain, Prospects, and other information. Want to add custom fields?
- Account name and Domain are mandatory fields. If these fields are not provided, the account won't be saved in Upscale.