Views:

Please follow each step in the order listed below.



1. Click on the link Sales

 

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2. Hover and click on Accounts
 

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3. Click on the link Add Partner

 

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4. Click on the account type combo box

 

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5. Click on the combo box: Select Customer 

 





6. Click on the input field: Enter Organization Name

 

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7. Click on the input field: Enter Contact Person Name

 

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8. Click on the input field: Input Business Address

 

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9. Click on the Country combo box and select United States

 

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10. Click on the input field: Select City


 

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11. Click on the input field: Input Customer Email



 




12. Click on the input field: Input Phone Number
 

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13. Click on the combo box: State and select the customer's state

 

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14. Click on the input field: Input Pin/Zip Code

 

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10. Click on Submit 


 

This will now complete the process of creating a new customer profile in HUB – Employee Facing. 

Next Step: Create a support Ticket: Notes in the ticket should read, (Please approve *Customer Name Example* and assign me as the Account Manager.