Add a new account

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

1. Tap Add on Accounts.
2. Enter Company Name and Account Type (required).
3. Add optional fields: address, phone, email, website, sales rep, custom fields, notes.
4. Use business card scan or vCard import when enabled.
5. 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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