Opret en klient eller et kundeemne fra fanen Accounts (Konti)
Når du ønsker at spore engagement med en ny klient eller et nyt kundeemne, skal du oprette en profil.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Klik på New (Ny) på fanen Accounts (Konti).
Vælg Individual (Enkeltperson) eller Person account (Personkonto).
Angiv klientens navn for kontonavnet.
Vælg en status.
For en klient skal du vælge Active (Aktiv).
For et kundeemne skal du vælge Prospect (Kundeemne).
For en ny klient skal du vælge Onboarding.
Angiv andre relevante oplysninger, og gem oplysningerne.
Bemærk Du kan ikke slette klienter og kundeemner.
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