How accounts work

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Create an account

Click New account. Only the name is required; tick Branch, Region or Also create an opportunity if you need them.

Avoid duplicates

The website is optional, but it helps PromptLab recognise the company so you don't add it twice.

Edit in place

On the account page, click a field to fill it in. Pick a value or type a new one, such as an industry, and it's added for you. There's no Save button.