How to create an account in CRM?

TB CRM · accounts · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to add a company account and then attach contacts and notes.

Accounts are dealer or shop companies your outside sales team manages. Each account becomes the hub for contacts, tasks, deals, meetings, and — when linked — Books order history. Strong addresses and deduplicated company names make Routes and Map Runs usable; sloppy duplicates fragment visit history.

Steps

• Open Accounts from the CRM sidebar.
• Search for similar company names before creating a duplicate.
• Click New Account.
• Enter company name, ship-to or storefront address, and territory notes.
• Save the account.
• Add contacts (buyers, managers) while the details are fresh.
• Log an opening note with source and next step so the next rep has context.

Conclusion & best practices

Search for duplicates before creating — especially chains with similar names. Good addresses improve route planning later. If the dealer already exists in Books, link identities instead of maintaining parallel company records.