Create A New Account

Creating a new Account in Paminga is simple, and you can do so in a few different ways.

First, in the main menu of Paminga, you can navigate to:

Contacts & Accounts > Accounts

Upon selection, you will be taken to the Accounts Dashboard. In the top right corner of the UI, there is an option to "Create an Account".

When selected, a drawer will appear where you can enter the Account information. This includes:

• The Account Name (required)
• Telephone Number
• Website
• Account Owner
• Number of Employees
• Social Accounts
  • LinkedIn Profile Name
  • X Handle
  • Facebook Username
  • Instagram Username
  • YouTube Handle

Assign an Account via Contact Creation

Alternatively you may add a value to the “Company” field of a given Contact (or Contacts) file. If a Contact is assigned a company name that does not match an existing account in Paminga, a new account will be created automatically.

You can do this within a given individual’s Contact file, or by specifying a Company field value when uploading or updating a list of contacts via a CSV file.

Importing Contacts into an Account

When importing or working with Contacts, the “Company” field acts as an alias for the Account Name. If you create a single Contact with the company name Acme, you’ll find that an Account named Acme has been created and that this Contact is included in that Account.

If the company or account name is not important to your process you can use the default value of “-“. You may also use another grouping convention that works well for your needs such as “Independent Contractor.” Doing so can be beneficial, as you are able to segment on Account field values.