Hub Help

Add Account

You can add an account to Hub. The account is assigned an ID, and account details appear in the Manage Accounts table.

To get to the accounts page, click the gear icon next to your account ID in the upper right corner.

Gear menu

Add account

  1. Select the gear icon, and then click Manage Accounts.

  2. Click Add account.

  3. In Create Account, enter the following information:

    • Account Name.

    • Address information including city, state, zip code, and country.

    • Industry Type. A brief description of the account industry, for example, automotive.

    • Netsuite ID. The account Oracle NetSuite® ID for integration and tracking.

    • Tax ID. The account tax ID number.

    • Website. The account website address (URL).

    • Primary contact email. An account contact email address.

    • Primary contact phone number. An account contact phone number.

  4. Click Confirm. The account is added.

Create account
Last modified: 03 October 2024