Creating A New Account In SalesPad

CREATING A NEW ACCOUNT IN SALES PAD

1. Search for the customer using any of the search criteria available. If you can not find the customer, you will have to create a new account.
2. Click the “New” button
3. A customer’s ID is typically the first 3 letters of the customers name and the last 3 digits of their zip code. (ex. Dr. Paresh Patel PAT840) If that combination is already taken, you will need to add a letter it (PAT840A, PAT840B, etc.)
4. Enter all available information in the menu (address, phone number, email, etc.)
5. Click “OK” to save and the account will be activated