Related Questions:
Do I need to create a Booking to create an Account and Contact at the same time?
Can I link my contact to an Account when I am creating it?
Can I create an Account and Contact at the same time for prospecting?
Environment:
Event Temple Web App
Procedure:
If you would like to create a Contact and an Account at the same time for prospecting before a Booking (Lead) exists, then you can do so by:
Select the Contacts option in your Event Temple sidebar
Click on "New Contact"
Fill out relevant fields for your Contact.
Under Account, select "Click Here" to add a New Account
Fill out relevant fields for your Account and save.
Complete the information about your Contact and click save.
Now, you will have created a Contact and the Account at the same time and they will be linked to each other.