Video Tutorial

1. Click the Create (+) button in the upper right corner of the Top Bar
   
2. Select the appropriate Account Type. Your available options depend on your configuration but may include Business Account, Personal Account, Group Account, Business Contact, or Carrier.

1. Enter Account Header information. This will vary depending on the Account Type.

1. Click Save to be taken to the Account Detail page.

2. Enter additional data (People, Addresses, Contact Information, etc) and execute (Send Email, Generate Documents, etc.) from here.