Accounts

Accounts represent companies, organizations, or other business entities. They provide a shared place for company data and connect contacts, deals, service work, and commercial records.

Account data

The standard Account properties cover:

Name, type, status, owner, industry, source, and description
Website, email, phone, LinkedIn, and primary address
Billing address
Annual revenue, number of employees, and founded year
Parent account and system dates

Administrators can add custom and computed fields in Properties, so a workspace may require or display additional information.

Creating an account

Open Accounts.
Select New Account.
Enter the account name.
Add the owner, type, status, industry, and contact details you know.
Choose a parent account when this organization belongs to a larger company.
Save the account.

Accounts can also be created through imports and supported integrations.

Account hierarchy

Use Parent Account to model a company structure:

Acme Group
├── Acme Jordan
└── Acme UAE

Keep separate accounts when branches have different contacts, deals, addresses, billing details, or service history. Use one account when the distinction is only a reporting label that can be handled by a property.

An account can have multiple Contacts, and one contact can be marked as the account’s primary contact. Contacts can also be associated with more than one account when needed.

Account records can connect to Deals, Tickets, Appointments, Projects, Carts, Invoices, Campaigns, Price Offers, Activities, Emails, and attachments. These associations make the account a useful company-level history without copying the same information into several records.

Account list

The Accounts page provides a paginated list with:

Built-in All, My, and Unassigned tabs
Quick filters for account owner, industry, and created date
Search, sorting, configurable columns, and saved views
Row selection for bulk assign, bulk edit, delete, and task creation

Selecting an account opens it in the shared record flyout. Use Table Views to save list configurations for personal or shared use.

Working from the account record

The default record page includes account information, contact details, company details, addresses, activity and email history, comments, invoices, timeline events, attachments, and related-record cards.

Administrators can change the card order, visible tabs, property placement, and association-card behavior in Settings → Objects. The actual record page may therefore differ from the system default.

Visibility

Accounts are globally visible within the organization to users with the appropriate Account permissions. They are not restricted by owner-based department visibility. Ownership still supports assignment, My Accounts, and reporting.

Import and export

Use Settings → Import / Export to import CSV or Excel data, including custom properties. Choose Create Only, Upsert, or Replace based on how existing records should be handled.

Review duplicates and parent-account references before importing a hierarchy.