Create New Account in Outlook

  • Published on Jan 19, 2026
  • 1 minute(s) read
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You can create new CRM accounts directly from the Tier1 Inbox side panel without leaving Outlook.

How to create an account

  1. Open the Tier1 Inbox side panel.

  2. Click the + (plus) icon located in the top toolbar.

  3. This opens the Client Center account form.

  4. Fill in the required information defined by your organization and save the record.