Accounts

Accounts represent companies or organizations that you do business with. They serve as the parent entity for contacts and deals.

Overview

An account is a company record in your CRM. Accounts can be created manually or linked from contacts and deals. Multiple Contacts can belong to a single account, and accounts can have multiple Deals. Accounts support parent/child hierarchies for complex organizational structures.

Related Modules:

• Contacts - People at the account
• Deals - Opportunities with the account
• Activities - Track account interactions
• Contacts - Source of converted accounts
• Projects - Projects linked to the account

Account Fields

Basic Information

Field	Description	Required
Name	Company/organization name	Yes
Account Type	Customer, Prospect, Partner, Vendor, Competitor, Other	No
Account Status	Active, Inactive, Prospect, Churned (default: Active)	No
Industry	Business sector (from configured list)	No
Description	Account notes	No
Owner	Assigned sales rep (can be unassigned)	No

Contact Information

Field	Description
Email	Main email address
Phone	Main phone number
Website	Company website URL
LinkedIn URL	LinkedIn company page

Company Details

Field	Description
Annual Revenue	Estimated annual revenue
Number of Employees	Employee count
Founded Year	Year the company was founded
Source	How the account was acquired
Logo	Company logo/avatar

Primary Address

Field	Description
Address	Street address
City	City
State	State/province
Postal Code	ZIP/postal code
Country	Country

Billing Address

Field	Description
Billing Address	Billing street address
Billing City	Billing city
Billing State	Billing state/province
Billing Postal Code	Billing ZIP/postal code
Billing Country	Billing country

Account Hierarchy

Accounts support parent/child relationships for modeling corporate structures:

Parent Account (e.g., Acme Corp)
  ├── Child Account (e.g., Acme US)
  │     ├── Contact 1
  │     └── Deal 1
  └── Child Account (e.g., Acme EU)
        ├── Contact 2
        └── Deal 2

Set the Parent Account field to create hierarchical relationships.

Working with Accounts

Creating an Account

Manual Creation:

1. Navigate to Accounts in the sidebar
2. Click New Account
3. Enter the company name and details
4. Set account type, industry, and address
5. Click Create

Automatic Creation: Accounts can be created from the Accounts page or linked while creating contacts and deals.

Account Detail Page

The detail page includes:

• Overview - Company info, type, status, address, billing address
• Contacts - All contacts at this account (with primary contact indicator)
• Deals - Active and closed deals linked to this account
• Activities - Calls, meetings, tasks, and emails linked to the account
• Timeline - Full audit trail of all changes

Managing Contacts

Each account can have multiple Contacts:

1. Open the account details
2. View the Contacts tab
3. Click Add Contact to create a new contact for this account
4. Designate a primary contact

Tracking Deals

View all deals associated with an account:

1. Open the account details
2. The Deals tab shows all active and closed deals
3. Click on a deal to view details

Account Type & Status

Account Types:

• Customer - Active paying customer
• Prospect - Potential customer being evaluated
• Partner - Business partner
• Vendor - Supplier or service provider
• Competitor - Competing company
• Other - Any other classification

Account Statuses:

• Active - Currently engaged
• Inactive - No longer active
• Prospect - Being evaluated
• Churned - Former customer

Custom Fields

Accounts support custom fields configured by administrators. See Settings > Custom Fields.

Data Visibility

Accounts have global visibility - they are not scoped by ownership like contacts and deals. All team members with the appropriate role can view accounts. Access is controlled by RBAC permissions, not department visibility settings.

Import & Export

Accounts can be imported/exported via Settings > Data Management:

• Upload CSV or Excel files
• Map columns to account fields (including custom fields)
• Choose update strategy: Create Only, Upsert, or Replace

Table Views

Save custom table configurations. See Table Views.

Best Practices

1. Keep data clean - Avoid duplicate accounts
2. Use account hierarchy - Model corporate structures with parent/child accounts
3. Maintain separate addresses - Keep primary and billing addresses current
4. Add all stakeholders - Create contacts for everyone involved
5. Track company details - Revenue, employee count, and industry help with segmentation
6. Set account type - Classify accounts for better reporting
7. Link activities - Log interactions at the account level for visibility

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See Also:

• Contacts - Manage people at accounts
• Deals - Track opportunities
• Contacts - People linked to accounts
• Activities - Log account interactions
• Projects - Account-linked projects