From the course: Salesforce for Small Business

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Creating accounts

Creating accounts

- [Instructor] In SalesforceIQ, your contacts are the individual people that you do business with, and the accounts are the companies or organizations that you do business with. Let's create an account for the company Planet Yondo. Let's begin by clicking on the address book icon on the right side of your main toolbar, and selecting Accounts. This brings up the master list of all of the past, present and potential future businesses or organizations that you do business with. To create a new account, click the Create Account button, and then enter in the name of the company. This should be the official name for the company or organization. I'll enter Plant Yondo. If Salesforce finds a matching company name, then it will suggest some company profiles here. You can also search SalesforceIQ for the company profile. Since Planet Yondo didn't come up, I'll click Create to create this as a new company. This is now a basic account that's ready to be added to one of your workflows. We'll look…

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