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, company domain, additional domains, email, phone, LinkedIn, and primary address
Billing address
Annual revenue, number of employees, and founded year
Parent account, last activity date, 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, supported integrations, and automatic account matching (below).

When you type a domain that another account already uses, the form warns you and links to the existing account so you don’t create a duplicate.

Company domains and automatic matching

Company domain is the account’s main web domain, such as acme.com. Use Additional domains for other domains the same company uses, one per line. Domains are entered without https:// or a path.

Workstation uses these domains to match people to companies:

When someone creates a contact with a work email, the form suggests the account that owns that email domain.
When Create and link accounts automatically is on, saving a contact with a work email links it to the matching account, and creates the account if none exists yet. Free email providers such as Gmail and Outlook are ignored; the contact’s website is used instead.

Administrators manage this in Settings → Objects → Accounts → Automation. Use Excluded domains for your own domain, partners, or resellers whose staff should never be linked to an account. Turning the option on can also process existing contacts in the background.

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, Subscriptions, 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 accounts, My accounts, and Unassigned tabs
Quick filters for account owner, industry, and create date
Search, sorting, configurable columns, saved views, and Excel export
Row selection for bulk assign, bulk edit, delete, and task creation

Bulk actions run in the background, so you can keep working while a large selection is processed. The list refreshes when the job finishes.

Selecting an account opens it in the shared record flyout, an overlay on top of the list. The URL keeps the open record, so you can share the link or use Open full page. Use Table Views to save list configurations for personal or shared use.

Duplicates

Select Manage duplicates on the Accounts page to find and merge duplicate companies. Workstation matches accounts by company domain, email, phone, and name, and you can add your own detection rules. See Contacts → Duplicates for how review and merging work; the same page handles both contacts and accounts.

Working from the account record

The default record page has About, Activities, Emails, Invoices, Comments, and Timeline tabs, with account details in the left sidebar and related-record cards on the right.

The Activities tab is a timeline of notes, calls, tasks, and meetings linked to the account. You can leave a note, log a call, create a task, or schedule a meeting from it. See Activities on a record.

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 (Data Import and 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.