How to create an account in
PHOENIX
How to create an account in the CRM ?
This method is ideal for creating an account from scratch, by entering all the necessary information directly in the dedicated section.
This option lets you create an account from an existing contact, making it easier to integrate the information already available.
Title
Title
Use this side to give more information about a topic.
Use this side to give more information about a topic.
In the "Accounts" section
In the "Contacts" section
Subtitle
Subtitle
Create an account from the "Account" tab
Let's discover how to create an account from the account tab together !
Welcome to the CRM dashboard. Let's start ! Click on the "Account" tab under the "Customers" section.
Here you can access all the contacts that were already created. Now click on the "New" button to create an account.
As mentionned earlier, you can see padlocks and asterisks in front of a few spaces. Here, you wil be able to fill out the account's informations as needed !
Differents way to create an account
You are doing great !
Try to create from "Account" tab
You can click on the CRM logo if you wish to go back to a certain point in this document
Click on
under this genial.ly to continue the course
2. How to create an account in
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Created on March 19, 2026
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Transcript
How to create an account in
PHOENIX
How to create an account in the CRM ?
This method is ideal for creating an account from scratch, by entering all the necessary information directly in the dedicated section.
This option lets you create an account from an existing contact, making it easier to integrate the information already available.
Title
Title
Use this side to give more information about a topic.
Use this side to give more information about a topic.
In the "Accounts" section
In the "Contacts" section
Subtitle
Subtitle
Create an account from the "Account" tab
Let's discover how to create an account from the account tab together !
Welcome to the CRM dashboard. Let's start ! Click on the "Account" tab under the "Customers" section.
Here you can access all the contacts that were already created. Now click on the "New" button to create an account.
As mentionned earlier, you can see padlocks and asterisks in front of a few spaces. Here, you wil be able to fill out the account's informations as needed !
Differents way to create an account
You are doing great !
Try to create from "Account" tab
You can click on the CRM logo if you wish to go back to a certain point in this document
Click on
under this genial.ly to continue the course