Creating a Business Account

Owned by Former user (Deleted)
08-Sept-20
2 min read
  1. Within Salesforce, click into Accounts                                                                                                                                                                                                                   
  2. In the top right, click the button for 'New'                                                                                                                                                                                                                  
  3. If you are an administrator, you will be given the option to create a personal or business account, select Business & click Next
  4. Fill out the details for the COMPANY you need - the minimum you need to create an account is Account Name (Business Name)              
  5. The account is now ready to use, but if you wish to create the account in Mantiki, then enter a phone number, save the account then click 'Create Mantiki Account' 
  6. You will see a box appear processing, then when successful, the 'Account Number' will appear on the account after a few minutes.