How to create or access accounts in the Marketing Toolkit
Accounts are Company’s or Businesses in the Marketing Toolkit. Creating or accessing existing accounts is a very simple to do.
Step 1: Click on the Accounts Tab
Step 2: You may click or the
to add the account
Step 3: Select the Business Organization record type. This is the default selection for accounts.
Step 4: Click to continue
Step 5: Type the name of the Account
Step 6: Click to continue
Step 7:
a: If the account exists… | b: If the account does not exist… |
If the account exists in the system, this alert will appear at the top of the form.![]() Click View Duplicates to access the existing account. Choose the existing account to gain access and feel free to add information to this account. |
If the account does not exist, the account record will be created.
Feel free to edit or add information to the account record i.e. address information. |