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How do I create an individual account for a contact?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

To create an individual account you should follow next steps:

  1. Click on Contacts submenu from CRM module.

  2. Click on contact's

    Monosnap

    icon from the right side of the page.

  3. Click on Create Individual Account button.

    Individual
  4. Add text where you need to.

    Individual
  5. Select the options from the other fields if you want to by clicking on the arrow icon.

    Individual
  6. Click on Save button.

    Individual
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