How to create a new account or update an existing one using Asiakastieto
Asiakastieto is a commercial add-on feature.
Create a new account
- Go to Sales & Marketing > Accounts and create a new account.
- In the account form, click Search Asiakastieto and select the company from the results shown directly from Asiakastieto’s online database.
- The Account form will now show the company´s name, phone number, website, address and business id filled up automatically. Also the line of business information is imported.
- Optional: You can change data such as phone numbers or change the type to “customer”.
- Click Save As New.
- See a summary page and review your created account in PlanMill.
Note: Read more about how to create an account.
Update an account
- Go to Sales & Marketing > Accounts.
- Edit an account either by:
- Click on the account and in the summary page click Edit or
- Click the pencil icon of the account you want to edit.
- In the account form, click Search Asiakastieto and select the company from the results shown.
- Click Save.
