How to Add a New Account

This guide explains how to quickly create a new account, add contact information, assign a status, and enter locations.

1. Log in to your account

Sign in using your username and password.

2. Open the “Add Account” menu

In the left-side menu, click Add Account.

3. Enter the Account name

Type the full name of the Account.

It can be:

• A company (example: John Doe Company)
• An individual (example: John Doe)

4. Select the client status

Below the name field, open the Status dropdown.

Status options:

• Lead: Someone who may be interested, but you haven’t contacted them.
• Contacted: You already reached out by email, phone, or message.
• Won: This person or company became a customer.
• Last: Shows the most recent recorded activity.
• Not Interested: The person or company does not want to proceed.

For this example, select Lead, and then click Create Account.

5. Add Account details

You can now enter:

• Contact person’s name
• Job title
• Phone number
• Email address

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When finished, click Save.

Important: If you do not click Save, the information will not be stored.

6. Add an additional contact (optional)

If you need multiple contacts for the same account:

1. Click +Add
2. A new form will appear
3. Enter the information and click Save

7. Add a location

To add an address, click Locations.

Begin typing the address.

Since this tool is connected to Google, a Google Maps preview will appear automatically.

For this example, we will use the Empire State Building address.

Click Add Location.

8. Manage existing locations

In any section — Contacts, Locations, or other fields — you will see icons next to each entry.

These icons allow you to:

• Copy
• Edit
• Delete

Use them whenever you need to update or duplicate information.

Need more help?

If you need assistance or have questions about this process, feel free to contact our support team — we’re here to help.

Updated on: 12/03/2025