Ashley DeBon: /* Add a new account */

2026-07-17T06:55:04Z

‎Add a new account

Ashley DeBon: Created page with " == Add a new account == === What is Add a new account? === Add a new account creates a company contact record in CallProof. === How to navigate === '''Accounts'''..."

2026-07-15T09:07:54Z

Created page with " == Add a new account == === What is Add a new account? === Add a new account creates a company contact record in CallProof. === How to navigate === '''Accounts'''..."

New page

== Add a new account ==

=== What is Add a new account? ===

Add a new account creates a company contact record in CallProof.

=== How to navigate ===

'''[[Accounts]]''' → Add (+) button
(Also possible from Business Card scan flows.)

=== Using Add a new account ===

# Tap Add on Accounts.
# Enter '''Company Name''' and '''Account Type''' (required).
# Add optional fields: address, phone, email, website, sales rep, custom fields, notes.
# Use business card scan or vCard import when enabled.
# Save to create the account.

=== Features include ===

* '''Required fields''' – Company Name and Account Type.
* '''Optional details''' – Address, phones, email, sales rep, custom fields.
* '''Business card scan''' – Fill fields from a scanned card when available.
* '''vCard import''' – Import contact data when enabled.
* '''Sales rep assignment''' – Defaults to the user adding the account.

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 == Add a new account ==
+[[File:App_Add_new_account.png|200px|thumb|right|Callproof Mobile App Accounts Page]]
 === What is Add a new account? ===

Add a new account - Revision history

Ashley DeBon: /* Add a new account */

Ashley DeBon: Created page with " == Add a new account == === What is Add a new account? === Add a new account creates a company contact record in CallProof. === How to navigate === '''Accounts'''..."