Difference between revisions of "Add a new account"
Ashley DeBon (talk | contribs) (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'''...") |
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=== What is Add a new account? === | === What is Add a new account? === | ||
Latest revision as of 06:55, 17 July 2026
Contents
Add a new account
What is Add a new account?
Add a new account creates a company contact record in CallProof.
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.
