Page Comparison

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1. Under the Account Types heading on the left click the + icon

2. Under the Add Account Type heading on the right specify the account type details.

3. Add an Account type name for e.g. B2B as shown in the image below.

4. above account type can be made as default account type by updating the “Default” checkbox.

5. Click Save to add the new account type.

   

6. Once saved, this account type can be selected from the Account Type dropdown on the Account page of the account as shown in the image below.

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Delete an Account Type

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