Quickly create an account and contact

Learning objective

Before you begin

Before you begin - You need permission to create Accounts and Contacts. - Your administrator has enabled the Account and Contact objects. - You have not reached the Account Retention Limit.

Create the Account and Contact

1. On the Account list, click New.

1. On the Account form, enter the Account Name and other required Basic Info.

1. Click Save & Create New Contact.
2. On the Contact form, enter the Contact information.
3. Confirm that the new Account appears in the Associated Contact record.
4. Click Save.

Note The system may check for duplicate Accounts or Contacts. The result depends on your administrator’s configuration.

Verify the result

• The new Account appears in the Account list.
• The new Contact appears in the Contacts section of the Account details page.

Related topics

• Maintain Account information
• Maintain Contact information
• Account and Contact permissions and status reference