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GREATER WISP Salr'sfoice Community Portal Guide August 19, 2014 <br /> CREATING NEW ACCOUNTS (aka Companies) <br /> To add a new account (aka company) and avoid creating a duplicate account, you will first need <br /> to complete a search of existing accounts in the Salesforce database. See previous pages for <br /> SEARCH instructions. <br /> i <br /> From any tab enter company name or contact name in the search box.Click Search. <br /> 611. '"_` . k**1.,.. ._ 4µ;..c..4. <br /> Rrry t,..o.n <br /> • If no matches are found, this message will appear: <br /> Search Results <br /> • When your duplicate search is complete and no matching accounts have been found,you <br /> can now enter a new account. <br /> From the ACCOUNT tab click on NEW. <br /> Auau^u -c,e- - <br /> % C^ rye ...;,: <br /> ;it °.. 't.' CY�,� I4t",`i. 4 .,':,,-: ..�i�.` r,^.r-,II '°+.',. :."a...' µx;.f 7<, <br /> 'i- -4r,. 'r '<„3 ',4,,;n < N,' '� '!', •`t"r. ' ., , 3r: s so . .akf5',,, <br /> Home <br /> R•c•nt Accounts <br /> 71 <br />