Creating an Account - Classic
To keep track of partners, both prospective and current, start by simply creating an account for that company.
Prevent duplicates! Before creating a new account, check that the company does not already have an existing account in Work Studyforce. Even if you think you're bringing on a new company, your predecessors may have already created an account for it.
- Click on the Accounts tab at the top of the page.
- Click on the New button.
- Fill in as much information as possible. Don't forget to click the Save button when you are done.
- Next, you'll want to Create a Contact.