General Information for Either Accounts or Contacts
The information included in this section applies to either the Account or the Contact entity forms. As with many of the entities in the system, some options are available only after the record is saved. (It doesn’t need to be closed—just saved.) The following options are available for the Account/Contact entity prior to saving (and completing Business Required fields):
New (Lead, Opportunity, Account, and so on from the navigation menu)
Save
Form
Caution
The Form option is the option to open ...
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