Adding an Account in ClickUp

Access our ClickUp account from this link, and if required, enter your credentials.
Click on the arrow beside the Sales Funnel Space, the click on the arrow beside the Accounts folder.
Choose the Clients list.
Search first to see if the company you plan to add already has an account. If it does, click on the company name to open it’s page.
To create a new account, click on New Task.
Enter the Company name and press <enter> then click on the Company name to enter the record.
In the column on the left, enter as many details as you have into the table.
Note that you do not have to specifically <Save>, the app does it automatically.
Click the X in the top right hand corner to exit the record.

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