What are Accounts?
An Account represents any organisation with which you maintain a professional relationship.
Accounts can include:
Customers
Prospects
Former customers
Partners
Suppliers
Independent professionals
Accounts are the central record around which many CRM processes are organised. Contacts, activities and opportunities can all be linked to an account.
What information can you manage?
Each account contains information that helps identify, classify and manage the relationship.
Typical information includes:
Company name
Address and geolocation
Company type
Status
Rating
Responsible users
Contact information
Comments and notes
Your organisation may also use additional custom fields to capture information specific to your business processes.
How are Accounts displayed?
The Accounts menu provides two ways to visualise your data:
List view
View all accounts together with key information such as:
Name
Address
Rating
Status
Assigned users
You can customise columns, sorting and personal display preferences.
Map view
Visualise accounts according to their geographical location.
Map markers help you understand customer distribution and plan visits more effectively.
How can you work with Accounts?
The Accounts module allows you to:
Create new accounts.
Search for specific accounts.
Filter and organise account lists.
Visualise accounts on a map.
Manage account information.
Classify accounts using types, statuses and ratings.
Assign account owners and collaborators.
Related modules
Accounts work closely with other CRM modules:
Understanding Contacts
Understanding Activities
Understanding Opportunities
Learn more
Account management
Create an Account
Manage Account Information
Assign Account Owners
Search and organisation
Find and Filter Accounts
View Accounts on the Map
Classification and planning
Manage Account Types and Statuses
Understanding Account Ratings