New Account Wizard
- iPad
- Browser
Ensure initial configuration is complete to use this functionality.
Look-up references are not supported in CRM for iPad in the New Account Wizard.
The Account Edit screen is the initial screen in the New Account Wizard.
The complete Account Information screen displays next, and the Save button on the Account Edit screen is replaced with the Continue button. Selecting Continue leads to the full Account Information screen, where users can edit all non-required fields relevant to an account.