Add a New Account

Found a great lead!? Add it directly to your list

Adding a New Account

If you have sourced your own lead or found an interested partner that is not in your organizations database, you have the ability to create a new company and add it to your coverage list.

Action Steps

• Click "Create New Company"

• Enter the company name

• The system checks again for similar names to avoid duplicates

• Confirm creation of the new company

After Adding a New Company

• The system creates the company profile

• You're directed to the company dashboard to add more details

• The new company appears in your "Manage Companies" list

Special Considerations

• The behind-the-scenes search helps prevent duplicate entries across the enterprise

• If you try to add a company that has a similar name as another user, you will be asked to confirm that its an action you want to take.

• Names of companies are important. Editing a name is not a utility available in the front end today, but in the future, this will be enabled.