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Adding site addresses to an account

How to add the billing and work site addresses to an account

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Written by Ashok P

You can add the work site addresses associated with an account to Cloud and also assign a unique name for each address. This makes it easy to select the correct site address when creating opportunities or logging service calls.

To add a site address:

1/ Go to "Accounts" in the left navigation menu.

2/ Click the account, and this will open its details view.

3/ Click "+" next to the addresses to open a modal to add the address.

4/ In the modal, add the address and click "Create."

If you want to add a billing address, click "View more." In the modal, click "New address" and add a billing or site address.

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