Accounts

Accounts represent companies: customers, prospects, partners, vendors. Every Contact, Opportunity, and Invoice ultimately roots back to an Account, so this is the spine of the CRM.

What lives on an account

• Profile: name, website, industry, employee count, annual revenue.
• Billing & shipping addresses.
• Owner: the assigned salesperson or account manager.
• 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.
• Invoices / Estimates / Recurring invoices: billing documents.
• Tasks: to-dos linked to the account or a child opportunity.
• Activities: timeline of every email, call, meeting, and field change.

The detail page surfaces all of these as tabs so a rep can see the whole picture without leaving the record.

Hierarchies

An account can have a parent account. Use this to model:

• Holding companies and subsidiaries
• Buying groups and member retailers
• Franchises with corporate parents

Reports aggregate up the tree: revenue on a parent rolls up the totals of its children.

Merging duplicates

Accounts cannot be merged. There is no merge endpoint and no interface for it, so two records for the same company are resolved by editing one and deleting the other. Deleting is permanent.

See also

• Contacts: people at this account.
• Opportunities: deals tied to the account.
• Custom fields: add columns like ABM tier, ARR, renewal date.