Creating a new Account Request (Lead)

To create a new Account Request, proceed as follows:

1. Navigate to the Accounts menu item via the left main navigation.

2. On the Account Requests tab, click on button "Create New Account Request".

Tip: Alternatively, use the "Account Request" option in the Quick Create section on the Dashboard or in the Navigation Bar.

3. In the "New Account Request" creation form, fill in all mandatory fields.

4. Click on button "Preview and Send Request". 

5. On the "Preview" page, ensure that all data entered into the form is correctly displayed.

6. Click on button "Send Request". The Account Request is created, and the system displays a success message.

7. The newly created record is displayed in the Account Request list page on tab "Account Requests".