In this guide, you learn how to create an account in CRM. 

Prerequisites: 

• Account name 
• Ensure that you have a valid mail ID. 
• Phone number. 
• Type of account. 
• Pertinent territory from setup. 

After you have met all the prerequisites, you can create an account in CRM. 

CRM Account features: 

CRM Account provides many features like Activity, Chatter, Email, News, New task, log a call, Linked Contacts, Linked Opportunities, Attachments etc. 

To create an account, do the following: 

1. Select Account from the CRM Dashboard. 

2. Leads to Account page overview. 

3. Click on ‘Create’. 

4. An account creation form will appear. 

5. Enter all pertinent fields of a form, Name, Email, Type, Phone, Owner, Territory, Website, LinkedIn Id, Country, State, City, Zip code, Address. Click on submit. 

Note: Create territory from Setup – Territory – Create  

6. The Account will be created. 

7. To cancel account creation, select cancel.