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Click on the link Sales

 

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Hover and click on Accounts
 

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Click on the link Add Partner

 

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Click on the account type combo box

 

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Click on the combo box: Select Customer 

 





Click on the input field: Enter Organization Name

 

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Click on the input field: Enter Contact Person Name

 

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Click on the input field: Input Business Address

 

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Click on the Country combo box and select United States

 

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Click on the input field: Select City


 

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Click on the input field: Input Customer Email



 



Click on the input field: Input Phone Number
 

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

 

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Click on the input field: Input Pin/Zip Code

 

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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.)

 

https://youtu.be/Bx8ZbZgu88w