Creating and Editing Accounts

Accounts can be create through the accounts tab, when creating a lead, or when creating a booking. 

Follow the steps below or watch this quick video!

On the left panel, select the account tab. Once within the accounts tab, in the top right corner you will see the option to create account. Only an account name is needed to save the account, all other fields are optional. 

Easily create a Contact, Lead, or Account by clicking the + sign in the upper-right hand corner. This can be accessed from anywhere within Social Tables Sales and Catering. 

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