Create and manage accounts
Create, import, update, merge or delete account records.
By Jon1 author3 articles
- How do I create an account?Create an account from Accounts, the Dashboard or quick actions, and use Sage Copilot or data import depending on how you prefer to work.
- How to edit or delete accounts?Edit or delete an account from its record and update several records at once from the Accounts List view in the web app.
- How can I merge accounts?