#Accounts

Accounts represent companies or organizations you do business with. Each account can have multiple contacts and deals associated with it.

#Creating an Account

1. Go to Customer Relations → Accounts
2. Click New Account
3. Fill in the details:
   • Name — Company name (required)
   • Industry — Business sector
   • Size — Number of employees
   • Category — Account classification (see Categories)
   • Owner — Team member responsible for this account

#Contact Information

• Phone, email, website URL
• Address (line 1, line 2, city, zip)
• Country and state

#Additional Info

• Notes — Internal notes about the account

#Managing Contacts

Each account can have multiple contacts (people who work there):

1. Open an account
2. Go to the Contacts tab
3. Click Attach Contact to link existing contacts, or create new ones

#Managing Deals

Track sales opportunities for each account:

1. Open an account
2. Go to the Deals tab
3. Click New Deal to create a deal for this account

#Managing Users

Assign team members to accounts:

1. Open an account
2. Go to the Users tab
3. Attach users who should have access to this account

#Editing an Account

1. Click on any account to view it
2. Click Edit to modify
3. Save your changes

#Duplicating an Account

Use the Replicate action to create a copy. The new account will be assigned to you.

#Deleting an Account

Accounts are soft-deleted (moved to Trash). You can restore them later.

#Import & Export

• Import — Bulk import accounts from CSV
• Export — Download accounts as CSV