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DealerTeam

Create a New Account

Learn how to add new customer and business accounts.

Goal

Learn how to create a new Account when adding a customer or business to DealerTeam. 

First Step

1. Click Create New in the sidebar then select Account.

Or

2. From the Account Tab, click the New button.

create a new account from the side bar or Account Tab 

Second Step

Choose the Account Type. A Person Account is any customer acting as an individual. A Business Account is preferred when there will be one or more contacts interacting with the dealership under a single entity. 

select the Account record type

Third Step

Fill out all the required fields and gather any additional information about the customer.

Click Save.  

Account Edit Screen for new accounts