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 inline 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.
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.
- Use industry consistently. Filtering and reporting both depend on it.