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Create accounts and contacts

Overview

After installing the CPQ app, you can start to create and edit accounts and contacts as instructed below.

Create or edit an account

1. In order to create a new account, you must access the Account tab and then click on the New button.

create a new account

2. A window will open and you can fill all the required information about the account. Click Save to update the changes.

account pop-up and the predefined fields to be filled in

3. To edit information on the account, use either in-line editing (1) or just click on the Edit button on that record (2).

edit account.png

Create or edit a contact

In order to create an Account, you have two options.

Option 1

1. You can create a Contact from an Account related list.

create contact.png

2. A window will open and you can fill the required fields. The created Contact is linked automatically to the Account from where it was created. 

These fields are mandatory when creating a contact:

  • Email
  • Mailing Street
  • Mailing Zip/Postal Code
  • Mailing City
  • Mailing State/Province
  • Mailing Country
  • First Name
  • Last Name
  • Phone
  • Mailing Country Code

contact pop-up and the predefined fields to be filled in

Option 2

1. You can create a contact from the Contact tab.

create contact from contact tab.png

2. In this case, you should fill in the details of the Account manually. In order to edit, use inline editing or the Edit button from the Contact Object.

edit contact.png