How to create an Account
Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago
  1. Connect to WhatsApp Web

  2. Log in with your MS Dynamics user

  3. Select any desired contact

  4. Click on the Action button on the Panel (𓃑)

  5. Click on Create New Lead/Contact

  6. Select “Contact”

  7. Click on "Find Account" and then "Create New"

  8. Fill in the required fields

  9. Click on Create.

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