Creating Accounts
Prospect makes it very easy for you to create new accounts in Salesforce.
- 3
- Click the Create Account button to save and insert the account into Salesforce.
Yes: Captures the company’s name based on our smart search.
No: Will clear the field. You can manually insert the company name.
“…”: Will show fields on the account record in Salesforce in detail. You can modify your fields directly here.
Once the account has been created, all future prospects under the same account will have the account field automatically populated.