Adding a Third-Party Account
Initially, you set up an account and then add contacts to it. You can add information specific to the account including an account number, secondary name, address, website, and more.
Add a Third-Party account
- Click Settings & Tools > Third-Party Setup, and then click Account Manager.
- Click New Account.
- Type a name for the account.
- For Sites, select the sites where users from this account can be assigned or click Select All.
- (Optional) Click Account Info, add details about this account, and then click OK.
- Click Save.
Product Information
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