Training slides about the HyperTeam CRM basic functionality.

1. How to Create Accounts in
HyperTeam CRM

2. www.sharepoint-florida.comStep 1: Select the Account page on the menu

3. www.sharepoint-florida.comStep 2: Click the plus icon to add a new account

4. www.sharepoint-florida.comStep 3: Fill in all applicable information

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A. Basic Account Information

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B. Link Contacts
• If the contact is already in the CRM, simply type and select the contact’s
name in the “Add contact” box.
+Click the plus sign to add the contact.
+Once added, the contact will be listed and the account and contact
will be linked in the CRM.
• To delete a contact, click the X icon.
• If the contact is not in the CRM, leave this section blank.
+The contact can be created and linked to the account at a later time.

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C. Pictures or Documents

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D. Address
Add multiple addresses!

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E. Important Details
Quick Tip: Make each account feel like
they’re you’re number one! Use this
section to instantly recall their
important information
Keep track of your
“workiversary” with
each account!

10. www.sharepoint-florida.comStep 4: Save the account
I. Save by selecting the save icon at the top of the profile
II. OR by simply clicking “save” at the bottom of the profile

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To edit accounts select the pencil icon

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To delete accounts select the trash can icon

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Congratulations you’ve created an account!
By compiling ALL important information in one location you can now
deliver exceptional support and service to your new account. That means
not only having instant access to their contact information, but also all of
their documents, emails, opportunities, tasks, notes, and much more!