Lightning: Creating Accounts

Create Account for single Contact


  • Click the Contacts tab


  • Click on a Contact

  • Click the pencil icon


  • Click New Account


  • Enter Account Name


  • Click Save

  • Click Save



Assign Account to multiple Contacts


  • Click the Contacts tab


  • Select Contacts


  • Click the pencil icon


  • Select or create New Account


  • Click Update selected items


  • Click Apply

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