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

POST /api/accounts/<id>/merge/ with a loser_id collapses two accounts into one. Contacts, opportunities, activities, and notes from the loser re-point to the winner inside a single transaction; the loser is soft-deleted and kept retrievable for 30 days.

See also