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Creating a New Account

Liscio Support avatar
Written by Liscio Support
Updated over a week ago

Two Methods to Create an Account:

Method 1:

  1. Select +Add New > Account from the left-hand menu,

    or
    Navigate to the Accounts Page, the select +Account.

  2. Fill in all relevant account information.

  3. Select Create Account.

Method 2:

  1. Navigate to the existing Contact.

  2. Select the Accounts tab.

  3. Click +Account > New Account.

  4. Select the appropriate Relationship type (the contact's role related to the account).

  5. (Optional) Check Account Owner if the contact needs additional viewing/editing privileges.

  6. Fill in all relevant account information.

  7. Click Add Account.​


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