How to Create New Account in WeekMate CRM

How to Create New Account

Overview

The Accounts module in WeekMate CRM allows you to create and manage records for your customers, prospects, and business organizations. Each account stores essential information such as the account name, industry, contact details, owner, and other relevant information, making it easier to manage customer relationships throughout the sales cycle.

This guide explains how to create a new account in WeekMate CRM.

Before You Begin

Before creating an account, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to create accounts.
  • The required account information, such as the account name, industry, contact details, and owner, is available.

Steps

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Accounts module.
  3. Click Create Account.
  4. Enter the Account Name.
  5. Select the Industry.
  6. Enter the required contact information.
  7. Assign an Owner to the account.
  8. Fill in any other relevant account details.
  9. Review the information you entered.
  10. Click Save.

The new account will be created successfully and will be available for managing customer relationships, sales activities, and related records.

Video Tutorial

Watch the video below for a complete walkthrough of creating a new account in WeekMate CRM.




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