Skapa ett en klient eller ett prospekt från fliken Account
När du vill följa engagemang med en ny enskild klient eller prospekt, skapa en profil.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
På fliken Konton, klicka på Ny.
Välj Individual eller Person account.
För kontonamnet, ange klientens namn.
Välj en status.
För en klient, välj Active.
För ett prospekt, välj Prospect.
För en klient som du introducerar, välj Onboarding.
Ange annan relevant information och spara informationen.
Anteckning Det går inte att ta bort klient eller prospekt.
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