Accounts are the central hub for managing your business relationships. Each account represents a company and contains its contacts, deals, and activity history.
What is an Account? An Account is a company or business entity that you have — or want to have — a relationship with. Accounts bring together:
Company information — Name, website, industry, phone, addressContacts — People at the company (with enrichment data)Deals — Sales opportunities and pipeline trackingSource tracking — How the account was created and where it came from
Accounts vs Leads Lead Account Represents A prospective individual contact A company/business entity Lifecycle Temporary — until qualified or disqualified Persistent — your ongoing relationships Data Person info, research data, ICP score Company info, contacts, deals, financials Outcome Convert to Account when qualified Manage throughout the relationship
Qualified leads are converted into accounts , creating a company record with contacts and optional deals.
Account Types Type Description Customer Active paying customer Partner Business or integration partner Churned Former customer
Account Sources Accounts can enter the system from multiple channels:
Source Description Manual Created directly by your team CRM Synced from Salesforce, HubSpot, or other CRMs ERP Synced from Xero, QuickBooks, or other ERPs Import Bulk imported from CSV Lead Conversion Created when a qualified lead is converted Agent Call Auto-created when a voice agent identifies a new company
Navigating Accounts Navigate to Growth > Accounts in the sidebar to view your accounts list.
Search and Filter
Search by company name, domain, email, or phoneFilter by type — Customer, Partner, or ChurnedFilter by source — Manual, CRM, Import, Lead Conversion, or Agent
Account Details Click any account to view its detail panel with three tabs:
Overview — Company info, stats, and primary contactContacts — All people associated with the accountDeals — Sales opportunities and pipeline (for CRM-sourced accounts, this may show as Invoices for ERP sources)
Creating an Account
Open Create Dialog
Click Create Account from the Accounts page.
Enter Company Details
Provide the company name (required), plus optional fields: website, phone, email, industry, description, and account type.
Add Primary Contact
Optionally add a primary contact with their name, email, phone, and title.
Save
Click Create to add the account.
Other Ways to Create Accounts
CSV Import — Bulk import accounts from a spreadsheet with the Import WizardCRM Import — Pull accounts from a connected CRM (Salesforce, HubSpot, Pipedrive, etc.)Lead Conversion — Convert a qualified lead into an account automatically
Account Status Status Description Active Normal operating account Inactive Paused or on hold Archived Historical record
CRM Sync Accounts synced from a CRM display a sync status:
Sync Status Description Synced In sync with the external CRM Pending Sync in progress Conflict Data conflict between local and CRM records Local Only Not connected to any external CRM
CRM-sourced accounts are read-only to prevent sync conflicts. Manually created accounts can optionally be synced to your CRM later.
Next Steps
Contacts & Deals Manage contacts and track your sales pipeline
Lead Conversion Convert qualified leads into accounts
