Creating a New Account

Create a new account.

  1. Select Accounts.
  2. Select Menu > Create Account.
  3. Select Corporate Account or Individual Account, then click Next.
  4. Enter the applicable account details, then click Save.
Related tasks
Searching Accounts
Viewing Accounts
Creating a Lead for an Account
Creating an Opportunity for an Account
Calling the Account Phone Number
E-mailing an Account
Updating Account Details


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com