How do I create an account in Mobileforce FSM?
  • 26 Jan 2023
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How do I create an account in Mobileforce FSM?

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To create a new account in Mobileforce FSM that will be uploaded to your source CRM, do the following.

To access the Accounts table, select Accounts from the Field Service menu to access the Accounts table.

Click the image26 button to create a new CRM account.

image.png

Enter the information for the account and click image202.


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