Accounts are records to store customer information like name, website, industry and location.

Create Account

1. Using the left-side navigation menu select Accounts.
2. In the slide-out menu click on the light blue plus icon.
   
   
   
   
3. In the new window enter data into the fields displayed, (*Name is the only required field)
4. Attempt to enter the revenue, operating margin and net income if your organization uses this data to quantify the benefit of your solution (if you don't have it, enter it after you have done research)
5. HINT: To speed up account creation, if the company is public, just enter their stock symbol.
6. Click search icon. (Selling to Zebras will attempt to autofill the form).
7. If not enter company name into the first field displayed on the account wizard page.
8. Click "Create"
9. Click "X" in top right corner to exit the wizard...or continue and create a related opportunity!