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Classic: Creating Accounts

This article was created from a Google Doc.

Updated over 4 months ago


Go to All Tabs

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Go to Accounts Tab

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Create a new account

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Enter Account Name (Use the name of your practice) and Save

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Assign the Account to a Contact

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Assign to multiple Contacts
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Go to the Contacts Tab

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View All Contacts

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Adjust the number of records to display if needed

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Select all records

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Double click the space for Account Name

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Select the Account to be assigned

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Apply changes to All selected records and Save

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