How to Create a New Transaction Party Record
Amber Kahr
|
8 steps
|
14 seconds
Salesforce
1
Click the dropdown arrow next to People to create New
2
Click "New People"
3
You will now see an option to add a new Transaction Party.
4
Click "Next"
5
Fill out the demographics for the new party
6
Click the Type field
7
Select which Type of Transaction Party for the record
8
Click "Save"