Supported Plans: Essential/Growth
Supported Platforms: Gmail/Chrome/LinkedIn
1. Click on the Ebsta icon in the top right-hand corner to open Ebsta.
2. Hover over the +Add button in the bottom left-hand corner and select Account.
3. Complete the relevant fields and then click Save.
4. You will then be directed to the Account record once it has been created. You can now record activities, manage Opportunities, Chatter and more.