Add Account

How to add an account

To add a new account, simply follow the steps below:

1. Click on ‘Properties’ on the menu on the left part of the screen.
2. Click on ‘Accounts’.
3. Click on the + icon on the top-right part of the screen.
4. Fill in the fields (the mandatory ones are marked with *) of the screen.
5. Drag the red pin on the map at the exact location that you want or type the address on the field above the map.
6. Click on ‘Save’.

Fields

The following fields can be edited on this screen:

1. Company Name

The name of the company (account).

2. Account Manager

The key account manager from your company that has been assigned to this account.

3. Phone Number

The phone number of the account.

4. Active

Shows whether this account is active or not.