Add your first contact or account

RepDesk keeps every account (company) and contact (person) in your organization’s own data—nothing is shared with other customers. You can start from either Accounts or Contacts; both use the same ideas: add, filter, and open a record to see more detail.

(Screenshot — add later: Accounts list with toolbar and primary “add” / plus control.)

Start with your first account#

1. Open Accounts at https://repdesk.io/accounts.

2. Use the add or plus control (exact label depends on your layout) to open the new account form.

3. Fill in the fields your admin marked as required (often name, territory, or rep—your form may differ).

4. Save. The new account is tied to your company automatically—you do not pick a tenant.

Tip: If you’re not sure which fields matter, ask your admin which columns are required for reporting or integrations.

(Screenshot — add later: New account modal or full-page form with required fields highlighted.)

Add your first contact#

1. Open Contacts at https://repdesk.io/contacts.

2. Choose New contact or the list plus button to create a person—see https://repdesk.io/contacts/new when you want the full form flow.

3. Enter name, email, phone, or whatever your org configured.

4. Optionally use the account lookup to link this person to a company you already created. That link helps reporting, activities, and quotes later on.

For more detail on people records, filters, and exports, read Contacts.

(Screenshot — add later: Contacts list with “New contact” and account column, or contact form with account lookup.)

After the first save#

• Open the account or contact from the list to use the detail view for richer fields and related items (when your org exposes them).

• Use filters and saved views on any CRM list once you have more rows—see Filtering & saved views.