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While there is a dedicated Account section, please note that it is possible to create, select, and organize Accounts in multiple over parts sections of the CRM (Board view, Grid view, Deal view).
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To access the Account Section, you will need to click on the building logo icon on the left side of the screen.
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There, you will be able to see all of your current existing Accounts, and their corresponding information - organized in columns, create new Accounts, and get more details on the companies by going into the detailed Account view.
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Adding Filters, Creating Custom Filters and Dynamic Filters
While navigating the Accounts Section of Sales CRM, you are able to add filters in order to limit the results that come by based on your filters.
Accessing Filters
You can find the filters on the upper left section of the accounts with the funnel icon.
From the filters:
1- you will be able to access your favorites (the ones that you have marked as such by clicking on the star icon)
2- You will be able to filter by Account owners
3- You will be able to see your custom filters
4- You will be able to add a new filter
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Creating a new Filter
You can create a new filter by pressing the “+ Add new filter” button.
This will provide you with options for your new filters:
Name: Name of the custom filter
Conditions: add filter by Groups, Labels, or additional fields
Visibility: determines whether the filter is private (filter’s creator) or if it is public (everyone in the pipeline has access).
Once the custom filter is created, it will be accessible from the “Filters” section of the filters menu.
Dynamic Filters
Dynamic filters can be added as a way to quickly add filters on your fields on interest.
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Adding filters will create a temporary filter (will reset upon refreshing the page). Furthermore, exporting the page with the Dynamic Filters will export only the filtered elements to a csv.
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As a result, you are able to more quickly find relevant accounts or contacts, pin point duplicate fields, and export filtered data to be further manipulated elsewhere (e.g: Email reach out).
Modifying and Reorganizing the columns in the Accounts Section
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You can move columns arounds by dragging them to the position of choice clicking on the downward triangle that appears and choosing the position to move the column to (left or right).
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Hiding Columns
You can hide a column of your choice by going over one and hovering over it’s name. When the field turns gray, you can click the column and click on move columns arounds by clicking on the downward triangle that appears and choosing the “Hide column” option.
Adding Columns
You can always add the columns you’ve hidden, or add more columns.
By default, not all fields are shown in the Grid view, but it is possible to add them manually afterwards. In addition, it is possible to capture a custom field of your choice by clicking on the “+ New field”.
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In addition, the deleted Account is not recoverable, so the data will be lost. (the related contacts will be kept in the system)
Going in the detailed view of an Account
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Recent Contacts shows all the Contacts that have been linked to the account. Links can be done from the Contact Section. or in the Deals Section
Recent contacts helps document who the right point of contact, stakeholder, or other contributor is. And may help reference the right person.
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Do note that you cannot add new custom fields. You will have to navigate to the Board Grid view in order to add additional custom fields.
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Create new groups
Move Groups around
Move Accounts to different groups
Create new Accounts
Going Go to the detailed view of an Account
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