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Account

The Account section helps you group multiple contacts under one business name and manage that business record from one place.

What This Is​

An Account in this CRM means a business name. That business name can use or contain multiple contacts, and those related contacts are managed under the same account record.

Accounts table page showing account records grouped by business nameAccounts table page showing account records grouped by business name

What You Can Do​

In the Account section, you can:

  • create a new account with Business Name and Email
  • open the accounts table to review all account records
  • use the action menu to View, Edit, or Delete an account
  • open the account details page to see account details, contacts, and communication tools
  • change an account status to active or inactive from the edit flow
Add Account form with Business Name and Email fieldsAdd Account form with Business Name and Email fields

Basic Workflow​

  1. Hover over Account in the header, then click List of Accounts in the dropdown menu.
  2. Review the accounts table.
  3. Click Add when you want to create a new account.
  4. Open the three-dots action menu when you want to manage an existing account.
  5. Use View to open account details.
  6. Use Edit to update the account or change its status.
  7. Use Delete to remove the account after confirmation.
account row action menu with View, Edit, and Delete optionsaccount row action menu with View, Edit, and Delete options account detail page showing account details, contacts, and communication toolsaccount detail page showing account details, contacts, and communication tools

Notes​

  • Use accounts when several contacts belong to the same business.
  • The main create form currently uses two fields: Business Name and Email.
  • Status changes happen through the Edit flow.

Example​

If one company has several contacts, create one account for the business and link those contacts to it. This helps your team view the business details and related people from one place.