Create Accounts

Created by Nora Neidhart, Modified on Fri, 23 Feb 2024 at 07:05 AM by Nora Neidhart

In Venturelytic, you store information about your relevant companies using the Accounts. 

You can add a new account by following the next steps:

1. Navigate to the Accounts tab (1), click New (2). 

Graphical user interface, application

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2. Select the type of account you want to add and click next.

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3. Fill in the datapoint linked to the selected account record type and click save.

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