Accounts

Accounts represent companies: customers, prospects, partners, vendors. Contacts, deals, tickets and invoices usually belong to one, though each can stand without an account.

What lives on an account

• Profile: name (unique within your organisation, ignoring capitals), email, phone, website, industry, employee count, annual revenue and currency.
• One address: street, city, state, postcode and country.
• Owners: the assigned salespeople or account managers.
• Tags: free-form labels for territory, vertical, or campaign.
• Custom fields: anything org-specific. See Custom fields.

Relationships

Each account has:

• Contacts: people who work there.
• Opportunities: deals you're working with them.
• Tickets: support requests raised for them.
• Invoices / Estimates / Recurring invoices: billing documents.
• Tasks: to-dos linked to the account itself. A task hangs off one record only, so a task on one of the account's deals is not listed here.

The web page shows the deals, people, tickets and invoices as panels, with revenue won, open pipeline, past-due and open-ticket figures across the top. The phone shows contacts, deals, tickets and tasks. Each list holds only the records you are allowed to open.

Merging duplicates

When you create an account, on the web or the phone, a Possible duplicates notice lists the accounts you can already see with the same email, phone number or website, or the same name once capitals, punctuation, a leading "The" and a legal suffix such as "Inc" or "Ltd" are set aside. "Acme" finds "ACME, Inc." but not "Acme Widgets". You can still save.

An account's page lists the same matches. Compare and merge puts two accounts side by side: pick the one to keep and confirm. The kept account's values stay and its blank fields take the other's. Its contacts, deals, tickets, orders, invoices, estimates, recurring invoices, tasks, notes, files and activity all move across, and then the other account is deleted. There is no undo, and every merge is written to the audit log.

Keeping one account deletes the other, so you need to be allowed to delete it: an admin, or whoever created it.

See also

• Contacts: people at this account.
• Opportunities: deals tied to the account.
• Custom fields: add columns like ABM tier, ARR, renewal date.
• Saved views: keep a filtered accounts list and open it again with one tap.