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Lightning: Creating Accounts
Lightning: Creating Accounts

This article was created from a Google Doc.

Updated over 4 months ago

Create Account for single Contact

Click the Contacts tab

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Click on a Contact
Click the pencil icon

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Click New Account

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Enter Account Name

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Click Save
Click Save


Assign Account to multiple Contacts

Click the Contacts tab

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Select Contacts

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Click the pencil icon

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Select or create New Account

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Click Update selected items

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Click Apply

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