This article covers the process of creating your first customer-facing Accord.
A Tale of Two New Accords
An Accord is created in one of two ways:
- Automatic Accord Creation - Your team's Accord admins have Accords automatically created on your behalf based on CRM logic.
- Manual Creation - You create your own Accord and link it to the corresponding record on your CRM.
Automatic Accord Creation
Once your Opportunity / Deal reaches a certain stage, an Accord will be automatically created and an email notification sent to you.
If you are an Accord admin and want to set up Automatic Accord Creation, please refer to one of the following articles:
- Salesforce - Automatic Accord Creation
- HubSpot - Automatic Accord Creation
Manual Creation
If Accords are not automatically created for you, you can click Create Accord in the top-right hand corner of the Accords page.
From there, you can create an Accord by filling in the following details:
- Connected Opportunity/Deal - If your Accord instance is integrated with your organization's CRM, you can search for a Salesforce Opportunity or HubSpot Deal and connect your Accord to it directly.
- Account Name - You can search for the name of the company that this Accord is related to.
- Approved Email Domains - You can type in the email domain of the company that this Accord is related to. Doing this will give expedited access to all users with that email domain who tries to access this Accord.
Once you've selected the Playbook that you want to apply to this Accord, select "Create Accord" to complete the Accord creation process.
If there isn't a Playbook that you want to apply to your Accord, you can select "Create From Scratch" to start with a blank Accord. This is NOT recommended.
Next Steps
Congratulations! You have created an Accord that you can customize and invite your prospects/customers to!
Please refer to the following helpful articles to continue: