Creating an account is the first essential step to get started with Wello Solutions. This article will guide you through the simple steps to create and search for an account in the system.
Step 1: Access the Account Creation Section
You can initiate account creation in two ways:
Option 1: Click on the Quick Add button at the top right corner.
Option 2: Navigate through the left-side panel:
CRM > Accounts
Step 2: Start Account Creation
After clicking on Accounts, the Account Search screen will open.
Click on add new to create a new account.
Step 3: Fill in the Account Details
You will now see the Create Account form. Fill out the required fields:
*Mandatory Fields (Marked with )
Account Name
Account Address
Main Service Area
Organization
⚠️ Please note: Fields with an asterisk () are compulsory.*
Optional Fields
Legal Form
Phone
E-mail
Website
Status
Relationship Section
You may select the type of relationship: Lead, Client, Supplier, Tenant/Facility Management.
Create Location checkbox:
This is checked by default. You can uncheck it if you don't want to create a location linked to the account.
Step 4: Add Finance/Invoice Information (Optional)
If you wish to enter financial or invoice details, click on Finance / Invoice Information.
You can fill fields like:
VAT Group
VAT Number
IBAN
BIC
Default Currency
Fee List, Price List, Payment Method
Document Language
Invoice Due Date, Discount Group, Invoice Contact
Step 5: Save the Account
Once all required and optional details are filled, click on Save to create the account.
Your new account will now be listed in the Account Search screen.
How to Search for an Account?
Navigate to: CRM > Accounts
Entering details
Enter the Account Name or other search criteria.
Click on Apply Filters to view the search results.
The matching account(s) will be displayed in the list below.
Need Help ?
If you need further assistance, please contact Wello Support via the intercom or email us at [email protected].