Accounts overview
Browse, search, and create accounts — the company-level record everything else hangs off.
Reviewed OperatorVertiqa 1.54+
An account is a company you work with — a customer, a prospect, a vendor, or a partner. Accounts are the anchor record of the CRM: contacts, locations, leads, opportunities, and activities all link back to an account.
What you can do here
- Search and filter the account list by name, industry, or any column you have visible.
- Configure columns to show the fields that matter for how your team works.
- Quick-create a new account from the create form. You can fill the rest of the detail in later — only the name is required up front.
- Open an account to see its contacts, opportunities, files, and activity history.
- Merge duplicates — select two or more accounts, choose Merge accounts, and pick which one survives as the primary. The others fold into it and you land on the merged record.
- Export the list to a spreadsheet using the columns you have visible.
Tips
- Don't create duplicate accounts. If a contact comes in under a slightly different company name, search first and link them to the existing record. If duplicates already exist, merge them rather than deleting one — merging keeps the history from both.
- Use industry consistently. Filtering and reporting both depend on it.