> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Accounts Overview
> Manage companies, contacts, and deals in one place
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, address
* **Contacts:** People at the company (with enrichment data)
* **Orders:** Historical orders, revenue, and account-health signals
* **Source tracking:** How the account was created and where it came from
## Accounts vs Leads
Both Leads and Accounts represent **companies** with one or more contacts. The distinction is **lifecycle and qualification**, not entity shape:
| | Lead | Account |
| -------------- | --------------------------------------------------------------------------------- | -------------------------------------------------------------------------------- |
| **Represents** | A prospective company you haven't yet qualified | A company you've decided to manage as a customer, partner, or known counterparty |
| **Lifecycle** | Temporary: until qualified, converted, or disqualified | Persistent: your ongoing relationship |
| **Data** | Company info, contacts (via `lead_contacts`), research data, ICP score, fit grade | Company info, contacts, orders, financials, segments |
| **Outcome** | Convert to Account when qualified | Manage throughout the relationship |
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](/accounts/lead-conversion), promoting the company record (and all attached contacts) without losing history.
## 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 phone
* **Filter by type:** Customer, Partner, or Churned
* **Filter by source:** Manual, CRM, Import, Lead Conversion, or Agent
### Account Details
Click any account to view its detail panel. Tabs render in this order:
* **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](/accounts/orders))
* **Notes:** Freeform notes attached to the account
### Timestamp Column and Default Sort
The Accounts table includes a **Timestamp** column sourced from the earliest [import session](#session-scoped-custom-columns) 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.
## Creating an Account
Click **Create Account** from the Accounts page.
Provide the company name (required), plus optional fields: website, phone, email, industry, description, and account type.
Optionally add a primary contact with their name, email, phone, and title.
Click **Create** to add the account.
### 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
### 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.
### 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
## 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
### 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.
| View | Behavior |
| ----------------------------------------------- | --------------------------------------------------------- |
| **Per-session view** (`/accounts/session/`) | Full read/write access to that session's custom columns |
| **All Accounts** | Shows the union of every session's columns, **read-only** |
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.
### 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."
## 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:
| Option | Effect |
| ----------------- | ----------------------------------------------------------------------------------------- |
| **Keep Separate** | Treats both accounts as distinct |
| **Merge** | Folds the new account into the existing one, preserving custom fields, tags, and contacts |
| **Delete** | Removes the duplicate |
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](/leads/enrichment) for the full enrichment pipeline that powers account intelligence, addresses, and decision-maker discovery.
## Account Status
Accounts have two layers of status:
### Lifecycle Status
| Status | Description |
| ------------ | ------------------------ |
| **Active** | Normal operating account |
| **Inactive** | Paused or on hold |
| **Archived** | Historical record |
### Activity Status
For accounts with imported [order history](/accounts/orders), Emanate tracks an **activity status** derived from [Win-Back](/accounts/winback) Type A detection:
| Activity | Meaning |
| ----------- | --------------------------------------------------------------------------------------------------------------- |
| **Healthy** | Ordering, no Type A signal active |
| **Dormant** | Type A win-back signal is currently active (past the configured inactivity gap, lifetime-revenue threshold met) |
| **No Data** | Not enough order history to classify |
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](/accounts/winback).
### Win-Back Enrollment
The accounts table has a dedicated **Win-Back Enrollment** column with three values you can set per account:
| Value | Behavior |
| -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Auto** | Inclusion in the win-back digest is driven by detection. The popover shows the currently-resolved state (Yes / No) so you can scan the column without opening the drawer |
| **Yes** | Force-include in every digest, regardless of detection. Use for VIP accounts you want re-engaged every cycle |
| **No** | Force-exclude. Use for accounts you've decided not to chase |
See [Win-Back](/accounts/winback#win-back-enrollment-column) for the full enrollment + digest behavior.
## 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
Manage contacts and primary contact
Order history, revenue/tons chart, and activity status
Four-type detection, digest email, and re-engagement drafts
Convert qualified leads into accounts