Accounts Overview

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Accounts are the central hub for managing your business relationships. Each account represents a company and contains its contacts, deals, and activity history.

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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, address
• Contacts — People at the company (with enrichment data)
• Deals — Sales opportunities and pipeline tracking
• Source tracking — How the account was created and where it came from

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Accounts vs Leads

Both Leads and Accounts represent companies with one or more contacts. The distinction is lifecycle and qualification, not entity shape: Both have the same contact drawer, same enrichment flow, and same custom-fields model — the difference is intent, not data shape. Qualified leads are converted into accounts, promoting the company record (and all attached contacts) without losing history.

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Account Types

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Account Sources

Accounts can enter the system from multiple channels:

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Navigating Accounts

Navigate to Growth > Accounts in the sidebar to view your accounts list.

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Search and Filter

• Search by company name, domain, email, or phone
• Filter by type — Customer, Partner, or Churned
• Filter by source — Manual, CRM, Import, Lead Conversion, or Agent

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Account Details

Click any account to view its detail panel. Tabs render in this order — Orders sits before Deals because order history is the higher-volume signal for most industrial workspaces:

• Details — Company info, stats, and primary contact
• Contacts — All people associated with the account
• Orders — Historical orders, revenue/tons chart, and account-health badge (see Orders)
• Deals — Sales opportunities and pipeline (for CRM-sourced accounts, this may show as Invoices for ERP sources)
• Notes — Freeform notes attached to the account

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Timestamp Column and Default Sort

The Accounts table includes a Timestamp column sourced from the earliest import session linked to the row, falling back to the account’s created_at when no session exists. The cell renders the absolute time down to the second so you can spot which rows landed during a specific batch.

• Default sort: COALESCE(earliest_session_at, created_at) DESC — newest accounts at the top.
• ASC/DESC toggle: click the arrow icon on the Timestamp column header to flip direction. The current direction is reflected in the icon.
• Tiebreaker: rows sharing a timestamp sort by account id so pagination stays stable across reloads.

Merged accounts inherit the survivor’s earliest session, so a merge keeps the row near the top of “newest first” rather than dropping it back to the survivor’s original create time.

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Creating an Account

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Adding by LinkedIn URL

Paste a company LinkedIn URL into the Create Account dialog and Emanate will look up the company, pull firmographic data, and pre-fill the account fields automatically. Useful when you have the LinkedIn page but not the website or a canonical domain — the lookup uses a stable contact-lookup ID when no domain can be resolved. While the lookup is running:

• Cancel is disabled to prevent half-finished records
• Closing the dialog clears any partial state, so re-opening starts fresh

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Name Search and Unlimited Results

The search by name bar inside the Create Account dialog now returns unlimited matches (no 20-result cap), ordered by match quality, so you can find the right company even when several share a similar name.

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Other Ways to Create Accounts

• CSV Import — Bulk import accounts from a spreadsheet with the Import Wizard
• CRM Import — Pull accounts from a connected CRM (Salesforce, HubSpot, Pipedrive, etc.)
• Lead Conversion — Convert a qualified lead into an account automatically

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Custom Fields

Accounts have full parity with leads for custom fields. Add columns of any type — text, number, date, single-select, multi-select — from the column picker, and the field becomes available in:

• The Accounts table (filterable and sortable)
• The Account drawer Company sub-tab (editable inline)
• The Filter Builder for advanced multi-condition queries
• Audience Segments for targeting broadcasts

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Session-Scoped Custom Columns

Custom columns now belong to the import session that created them, with a cap of 10 custom columns per session. This keeps each import’s domain-specific fields scoped to that batch instead of polluting the global table. When you import a CSV via the wizard, all mapped columns are auto-registered as custom-column metadata for the session — no manual setup required.

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Editable Session Names

Hover the session title at the top of a session view and click the pencil icon to rename it. Helpful for distinguishing imports like “Q2 NorCal manufacturers” from “Apr 18 trade-show list.”

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Duplicate Detection

When a new account’s domain matches one already in your workspace, the second account is flagged with the needs_review status. Open the Duplicate Review dialog to choose: Enrichment runs in batches of up to 100 leads or accounts at a time, with batch size adjusted in real time based on available resources. Auto-enrichment on import skips rows that match an existing account; you can run enrichment on them manually. See Lead Enrichment for the full enrichment pipeline that powers account intelligence, addresses, and decision-maker discovery.

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Account Status

Accounts have two layers of status:

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Lifecycle Status

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Activity Status

For accounts with imported order history, Emanate tracks an activity status derived from Win-Back Type A detection: Thresholds are configurable in Win-Back Settings — inactivity gap (default 90 days) and minimum lifetime revenue (default $100K). The richer Win-Back signals (product lapse, cherry-picking) and the digest email run off the same engine — see Win-Back.

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Win-Back Enrollment

The accounts table has a dedicated Win-Back Enrollment column with three values you can set per account: See Win-Back for the full enrollment + digest behavior.

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CRM Sync

Accounts synced from a CRM display a sync status:

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Next Steps