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How to Create a New Transaction Party Record
Amber Milks
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0 step
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14 seconds
Salesforce
1
Click the dropdown arrow next to People to create New
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Click "New People"
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You will now see an option to add a new Transaction Party.
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Click "Next"
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Fill out the demographics for the new party
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Click the Type field
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Select which Type of Transaction Party for the record
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Click "Save"
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