Accounts and contacts
Add a customer company and the people who work there, and see them come together on the account's page.
What you will learn
- Create an account
- Click New account. Only the name is required; add the website and PromptLab warns you if that company is already in your list.
- Add its contacts
- Click New contact, pick the account and enter a work email. Each email belongs to one contact, so nobody is added twice.
- Automatic linking
- Leave the account empty and PromptLab links the contact by matching their email to the company's website.
Getting started
10 lessonsApprox. 27 min
Your progress0%
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