An account directory helps you reuse verified company details. An administrator must configure a directory for your organisation before this option is available.

In this article you will learn how to find an account and use directory-managed details.

Find the account

1. Start creating an account from Accounts, or open an existing account and choose its directory validation option.
2. Enter at least two characters in the directory search field and select Search.
3. Compare the returned company details and select the matching record.
4. Review the proposed details and addresses before confirming the selection.

The account uses the selected verified details. Directory-managed fields remain managed by the directory.

Note If no suitable record exists, manual account creation remains available. Do not select a similar company merely to complete the search.