Accounts

The Accounts page is where you track organizations or businesses connected to your leads and customers. Accounts let you group multiple contacts under one entity and store company-level details.

Accounts List

• View existing accounts with name, industry, and created date.

• Use Create Account to add a new organization.

• Manage accounts via the Actions menu.

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Creating an Account

Click Create Account to add a new record. Fields include:

• Account Name

• Industry (select from list)

• Website

• Description

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Best Use Cases

• Grouping multiple leads under one business.

• Tracking B2B opportunities at the organization level.

• Storing key company info alongside related contacts and deals.