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How to add a new account
How to add a new account

Some ways to add a new customer or prospekt in Cirrus

Jennifer Meidell avatar
Written by Jennifer Meidell
Updated over a week ago

Cirrus 2


Click on the + in the top menu and click "Account".
To create a new account you can either search directly in Alla Bolags database (time saver!⏰), or create the account by manually entering the data.

Click "Continue" and complete with any additional info you may want to enter.
Done!πŸ‘

Cirrus 1

Select "Add new" in the top menu and click "New Account".
A dialog opens and asks you which way you would like to create the new account.
​
There are three possible ways:

  1. Alla Bolag - Search directly in Alla Bolags database

  2. Import from Excel- Import your data by filling up a pre-defined template which can be downloaded in the Control Panel.Β 

  3. Manually - Fill in the blanks manually

Then just hit save! πŸ‘

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