TutterflyCRM’s accounts module allows you to handle thousands of records with ease! This is the primary module you’ll be using to get big business for your agency. So, we’ve decided to make a step-wise guide and detail every aspect of this section. Let’s get you started on the right note!
Create a New Account
Step 1: Click on the ‘+New’ button.
Step 2: This will display a window just like the image below:
Step 3: Fill in data needed to create a new account.
Note: The user must fill the Account name and type as they are mandatory fields just like the image below.
Step 4: Enter the address information. The billing address field will directly fetch the complete address with billing state, country, city and ZIP code.
Step 5: We are almost at the end! Click on the ‘Add’ button.
Step 6: Congratulations! You have just created your first TutterflyCRM account! Now, click the OK button in the message box to proceed further.