Add your first contact or account

Start in Accounts or Contacts. Both modules use the same CRM table tools: add rows with the plus control, or open New contact for the full form.

First account

On Accounts, click add, fill required fields (your admin defines which are mandatory), and save. The record is scoped to your company automatically.

First contact

Create a person and optionally link them to an account using the account lookup. See also Contacts.