Account Wizards Overview

Account Wizards guide users through the process of creating a new account record.

Vault CRM offers the following Account Wizards:

• New Account Wizard
• Parent Account Wizard

Creating Accounts and Related Data

Users can create account records from the Account Detail page and add related data, for example, addresses. The Account Wizard guides the user through object type selection and data entry steps and suggests potential matches based on entered data in an effort to minimize duplicates.

If the user has permission to create records for related objects, the new record button displays in the header of the related list. Selecting the button opens a window that allows the user to create a related record.

When a user meets with an HCP who is not in the company's database, that user can create a record on the My Accounts screen and use that record to store the HCP account data.